Paraplanner

Financial Divisions; Salfords; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Discretionary bonuses

Study support towards Level 4 diploma

Hybrid working model

Career progression

Job summary

Financial Divisions in Reigate area is recruiting a Paraplanner for a boutique wealth management firm. The role offers a £35k-£45k basic salary plus discretionary bonuses, with hybrid working after onboarding in Reigate/Redhill (Surrey).

You will be studying toward the Level 4 diploma toward chartered status, with 18 months paraplanning experience required. Responsibilities include end-to-end report writing, compiling advice with advisers, cashflow modelling and assisting with annual reviews;

Qualifications

• 18 months paraplanning experience required.
• Studying towards Level 4 Diploma towards Chartered status.
• End-to-end report writing and cashflow modelling with advisers.
• Assist with annual reviews; support from Team Leader.

Responsibilities

• End-to-end report writing and compiling advice with advisers.
• Cashflow modelling and financial planning support.
• Assist with annual reviews and client meetings.

Skills

Paraplanning

Report writing

Cashflow modelling

Adviser support

Financial planning

Education

Level 4 Diploma toward Chartered status

Tools

Fusion

Abrdn

AJ Bell

CashCalc

FE Analytics

Job description

• BRAND NEW ROLE: Paraplanner Vacancy
• Boutique Wealth Management Firm
• £35k - £45k basic salary + discretionary bonuses
• Reigate/ Redhill (Surrey) - hybrid working after onboarding
• Full study support package towards level 4 diploma and chartered status

My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based.

The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.

The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators.

A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful.