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

Direct job link

https://www.jobs24.co.uk/job/paraplanner-vacancy-boutique-ifa-126770070