Wealth Planning Administrator - Step into Paraplanning

Wealth Planning Administrator - Step into a Paraplanner role Location: Leatherhead Salary: £33,000 - £40,000 depending on experience The Opportunity overview Are you aWealth Planning Administrator looking to take that next step into Paraplanning? This is a unique opportunity to work collaboratively alongside an adviser who is passionate about mentoring and helping someone develop into a technical paraplanner or an adviser down the line. You''ll receive full support with your exams, work closely with the adviser to collaborate on financial plans, and build practical technical Paraplanning experience. You will also attend all the client meetings alongside the Adviser. This boutique, highly established financial planning practice also has full admin support from a dedicated small team. The Role Working closely with the Adviser, you''ll gradually take on more responsibility across: Supporting the Adviser with financial planning cases Attending client meetings and learning about client objectives Developing holistic financial plans Conducting technical research and analysis Preparing cash flow models Writing suitability reports and other client documentation Building your knowledge across pensions, investments and wider financial planning Working closely with the existing Report Writer and Practice Manager The client bank consists of around 80 high-net-worth households, with a strong focus on long-term relationships and personalised financial planning. What''s else is on ..... full job details .....