Job Location : Farnham, UK
Our client, a boutique independent wealth planning firm based in Farnham, is seeking a Senior Paraplanner to join their dynamic team. This firm offers comprehensive, whole-of-market financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME owners, primarily across Surrey and the surrounding home counties. Clients have varying levels of assets, with top clients holding over £1 million. The firm provides a wide range of services, including pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business), and esoteric schemes such as VCT & EIS.
Exceptional client service and satisfaction are the firm's top priorities, adhering to a highly ethical approach and a focus on lifestyle financial planning. With an impressive client retention rate and long-standing relationships, the firm supports its advisers with a highly experienced team of pooled Administrators and Paraplanners. Continuous professional development and industry exams are encouraged to foster both professional and personal growth.
The Managing Director is introducing a new role for a Senior Paraplanner. In this position, you will:
This role is ideal for a Level 4 qualified Paraplanner, preferably working towards or already holding Chartered Status. Long-term aspirations to become an adviser are supported for the right candidate.
Benefits
If this role interests you or if you want to learn more about other opportunities, please get in touch.
For more information or to apply, contact: Joanna Clark at Financial Divisions.
Salary : 45000 - 50000
Apply Now!