Paraplanner Vacancy - Boutique IFA
Postaladdress Uk, Leatherhead, Surrey
Paraplanner Vacancy - Boutique IFA
Salary not available. View on company website.
Postaladdress Uk, Leatherhead, Surrey
- Full time
- Permanent
- Onsite working
Posted today, 30 Apr | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
Job ref: 785dbcd348a24e708365b0eaad11c9e8
Location ref: Leatherhead, Surrey
Full Job Description
BRAND NEW ROLE: Paraplanner Vacancy - Boutique IFA firm (Surrey)
- Join a growing business with no desire to sell to a consolidator
- 4 days in the office - Leatherhead Offices (Surrey)
- Up to £45k basic salary plus benefits
- Work on a 1-2-1 basis with an adviser
- 2+ years of solid paraplanning required
- End to end report writing, research and analysis of clients' financials
- Boutique IFA with 250+ HNW & UHNW families/households
- Clients assets range from £600k to £8m invested.
- Whole of market financial advice to private clients
- NOT A REQUIREMENT to be studying towards your level 4 diploma
- Knowledge of Intelligent Office and Voyant is advantageous
- Full study support towards any exams you are undertaking
If this role sounds of interest or any other roles I am working on please get in touch.
Permanent
Full time
Details
- Organisation: Financial Divisions
- Accounting & Finance
- Location: Leatherhead, Surrey, KT228AQ
Paraplanner - work on a 1-2-1 basis with Adviser
#s1-Gen
- 2+ years of solid paraplanning required
- End to end report writing, research and analysis of clients' financials
- Boutique IFA with 250+ HNW & UHNW families/households
- Clients assets range from £600k to £8m invested.
- Whole of market financial advice to private clients
- NOT A REQUIREMENT to be studying towards your level 4 diploma
- Knowledge of Intelligent Office and Voyant is advantageous
- Full study support towards any exams you are undertaking