Senior Paraplanner - Wealth Management, Godalming, Surrey (4 days in the office), £45,000

Senior Paraplanner - Wealth ManagementLocation: Godalming, Surrey (4 days in the office per week)Salary: £45,000 - £50,000 + bonus and benefitsAn established independent financial advice firm near Godalming is looking for an experienced Paraplanner to join its growing team.The firm has been operating for over 20 years and has a full team of financial advisers and mortgage advisers, looking after local families, retirees and HNW private individuals across Surrey, Hampshire and London. Clients typically hold between £100k and £1m+ in investable assets, with several families above £2m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professional sports clubs. Following a strong twelve months and a healthy flow of new business, the Managing Director is now adding to the paraplanning team.The roleYou will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT - preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.About youDiploma qualified, close to completion, or qualified by experience - all will be consideredSolid paraplanning experience within an IFA or wealth management environmentStrong technical knowledge across pensions and investmentsExperience with Voyant cashflow modelling would be highly advantageousWhat''s on offer£45,000 - £50,000 basic salary ..... full job details .....