Paraplanner

Financial Divisions; Godalming; On-site; GBP 35,000 - 38,000; Full time

Benefits offered by this job

Discretionary bonus

Pension

25 days holiday

Other benefits

Job summary

Financial Divisions is seeking a Trainee Paraplanner near Guildford to join a boutique IFA firm. You will start with IFA administration and quickly move into suitability reports, researching pensions, investments, tax planning and retirement planning.

The role offers a competitive salary and a discretionary bonus, with 25 days holiday and a company pension. You will work with Senior Advisers and support HNW clients across London and the southeast, with exposure to cases from £500k to £5m+.

Qualifications

• At least 1 year experience in IFA administration.
• Exposure to suitability report writing.

Responsibilities

• Provide administration support and assist with suitability reports and research on pensions, investments, tax planning, retirement planning and IHT.
• Perform cashflow modelling and attend client meetings with a Senior Adviser.
• Support high-net-worth clients with project work and ad hoc tasks.

Skills

Suitability report writing

Education

Level 4 Diploma (studying)

Job description

• Trainee Paraplanner
• Career defining opportunity for an ambitious candidate
• £35k - £38k basic salary plus benefits
• Offices near Guildford/Godalming
• Some basic suitability letter exposure is ideal for this role
• Boutique IFA Chartered IFA firm

My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 10 staff into the business and have seen the business grow from strength to strength in that time.

The Directors are looking to offer an amazing opportunity to an Trainee/Junior Paraplanner with at least 1 years' experience doing IFA Administration but who has some basic exposure to suitability report writing. You will ideally be studying towards your level 4 diploma. You will undertake the administration but very quickly thrown into suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £5m+ invested.

My client are flexible salary wise but are willing to offer £35k - £38k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, DIS cover 25 days holiday, pension and other benefits.

• discretionary bonus
• DIS cover 25 days holiday
• pension
• other benefits