Paraplanner Leatherhead, Surrey, £40,000 - £45,000 + Benefits

Join a Chartered Boutique Wealth Management Firm Supporting High-Net-Worth ClientsAn excellent opportunity has arisen for a Paraplanner to join a highly respected Chartered Independent Financial Planning firm based near Leatherhead. This is a business I know exceptionally well, having met the Directors on numerous occasions and successfully placed several professionals within the firm over the years.The company provides holistic, whole-of-market financial planning advice to a loyal client base of high-net-worth individuals, retirees, business owners and local families across Surrey, Sussex, Kent and London. They currently advise more than 250 client families with investable assets typically ranging from £600,000 to £8 million.Advice areas include:• Retirement Planning • Pension Planning • Investment Management • Inheritance Tax Planning • Cashflow Modelling • Protection Planning • Tax-Efficient Wealth StructuringThe firm has built long-standing client relationships spanning more than two decades and prides itself on delivering exceptional service levels, resulting in outstanding client retention and referral rates.The OpportunityDue to continued growth, the business is seeking a proactive and technically minded Paraplanner to join its experienced client support team. This role will suit an individual who enjoys being involved in the full advice process and wants to continue developing their technical knowledge within a collaborative and supportive environment.Working closely ..... full job details .....