Senior Paraplanner

• Senior Paraplanner Vacancy


• Work with 3 Financial Advisers


• Offices near Kingston (Surrey/South London)


• £40k - £50k basic salary plus bonus

My client are a boutique wealth planning firm with offices in Kingston-upon-Thames 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 £2m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years.

The business has grown organically since its inception a team of established 3 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business.

The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs. This role is suitable for a candidate with at least 2 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.

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

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