At a Glance
- Tasks: Support Chartered Financial Advisers and attend client meetings to provide tailored financial advice.
- Company: Well-established, independent wealth planning firm with ambitious growth plans.
- Benefits: Up to £55,000 salary, bonus, and excellent benefits package.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong communication skills.
The predicted salary is between 55000 - 55000 £ per year.
Paraplanner | Up to £55,000 + Bonus + Excellent Benefits Haywards Heath | IFA Firm | HNW UHNW Clients Are you a Paraplanner looking to join a well-established, independently-owned wealth planning firm with genuine ambition and a clear growth trajectory?
My client is an independent wealth planning firm based near Haywards Heath, providing whole-of-market financial advice to a loyal and high-quality client bank.
Their clients include retirees, accumulators, local families and SME owners across Sussex, Kent and London, with the typical client holding around £1m of investable assets.
Their highest-net-worth clients (£5m+) benefit from more complex wealth structuring and bespoke planning solutions.
Advice covers pensions, investments, tax planning, cashflow modelling, and both personal and business protection.
The firm has recently joined a larger wealth planning group, gaining access to comprehensive, structured support from a London-based head office, and has ambitious expansion plans over the next five years.
The Advisers are supported by a highly experienced team of Administrators and Paraplanners, and the business is now creating a brand new role for a Paraplanner to support its team of Chartered Financial Advisers directly.
This is a varied and client-facing role.
You will occasionally attend client meetings alongside the Advisers and become the technical go-to pe...
