Paraplanner

BRAND NEW ROLE: Paraplanner VacancyBoutique Wealth Management Firm £35k - £48k basic salary + discretionary bonusesReigate/ Redhill (Surrey) - hybrid working after onboardingFull study support package towards level 4 diploma and chartered statusMy client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you''re looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced ..... full job details .....