Paraplanner - - Godalming, Ifa - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Godalming, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years.

They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,accumulators and families across Surrey.

The business has a full team of administrators and paraplanners.

I am speaking directly to the de facto Office Manager.

Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business.

They are fully independent and a large proportion ofthe advice they are giving is across Pensions, Investments, Estate Planning & IHT planning.

Their highest net worth clients do get involved more complex products and wealth structuring.

As a result of this ongoing success, a brand-new vacancy has been createdby the Managing Director for a highly experienced Paraplanner.

You will be working directly for the Director/Primary Adviser on all his cases. There may be instances where you sit in on meetings with the Advisers.

This role will be suitable for a Paraplanner who is diploma qualified and or is on their way to gainingtheir diploma.

Full study support and training will be given and there is a route to being an adviser for the right person.


  • Salary £40k £50k (depending on experience)
  • Full study support and progression opportunities
  • Office based role with flexible working hours


If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you.

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