Paraplanner

• Paraplanner - Boutique IFA
• Offices near Kingston upon Thames
• Servicing role - no need to generate new business
• £35k - £40k plus bonuses
• 18 months to 2 years of experience needed

My client are an independent wealth planning firm with offices near Kingston-upon Thames Surrey/South West London. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across London and Surrey. In their current setup they manage the affairs of 300 clients (£280m AUM) with assets ranging from £200k - multiple millions. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have a team of Financial Advisers, Mortgage & Protection Advisers who are looked after by administrators and paraplanners.

The Managing Director is creating a brand-new role for a Paraplanner with ideally 18 months to 2 years of technical experience (they will consider a more senior candidate too). The business has enough business to keep an adviser busy with the advisers conducting 5 - 6 appointments per week with clients and lots of referrals from estate agencies, accountants, solicitors, and corporate partnerships they have in London. This role will suit a candidate with a background in either an independent or restricted wealth planning firm doing end to end paraplanning. Most of the funds under management are held on Elevate, Transact and Aviva various DFM's. If you have knowledge of FE Analytics this would be helpful.

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