Paraplanner Location: Leatherhead Salary: Dependent on experience – up to £45000 The Opportunity Are you an experienced Paraplanner who wants to be closely involved with clients and have collaboration with advisers? Would you love working 1:1 with the adviser and attending client meetings, gaining valuable opportunities to build rapport with clients. Would you enjoy then collaborating with the adviser after the meetings to put together the financial plans? If so…We're working with a highly established boutique financial planning practice looking to appoint an experienced Paraplanner to become a key part of their small, highly collaborative team. About the Company This is a boutique practice consisting of an experienced Adviser, Practice Manager/Administrator and established Report Writer. Meaning that the administration and report writing functions are well established, leaving the paraplanner and adviser to work closely and focus on the clients and financial plans. The Adviser looks after around 80 high-net-worth households , allowing the team to provide a highly personal service and build strong, long-term client relationships. The Role You'll work alongside the Adviser throughout t...
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Cranleigh Personnel Careers Recruitment Team
