Senior Paraplanner

• Senior Paraplanner
• Work on a 1-2-1 basis with Director/Adviser
• Offices in Woking (Surrey)
• £50k basic salary plus bonuses and benefits
• 25 days annual leave, pension and death in service

My client are a boutique wealth planning firm with offices in Woking who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to multiple millions to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20+ years.

The Directors are creating a brand-new role for a Senior Paraplanner to work on a 1-2-1 basis with a Director/Adviser. You will be responsible for conducting end to end technical paraplanning on complex cases for existing clients and any new business the Director writes.

You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the Director with all his affairs. This role is suitable for a candidate with at least 3 years of wealth management paraplanning experience but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. Strong technical knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. You will ideally be working towards your Chartered status.

If this role sounds of interest or any other roles I am working on please get in touch.