Paraplanner - - - Dorking - - Financial Divisions

Tom O´Connor

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Tom O´Connor

beBee Recruiter


Description

My client, are a boutique wealth planning practice based near Dorking who have been operating for over 10 years and they have been servicing HNW clients for that entire period.

They have 300 clients across the business and an average client has £450k toinvest.

A typical client is a local family or couple approaching retirement, but they do have some working age professional clients too.

- £40k - £45k salary + bonus

  • Full study support to Chartered Status
  • 25 days holiday + bank holidays
  • Benefits: DIS, Medical Cash Plan
If this role or any others I am working on are of interest please get in touch. Please contact Peter Fozard at Financial Divisions.

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