At a Glance
- Tasks: Support high-net-worth clients with financial planning and investment management.
- Company: Chartered Boutique Wealth Management Firm with a strong reputation.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Be part of a respected firm with long-standing client relationships.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and a proactive mindset.
The predicted salary is between 40000 - 45000 £ per year.
Join a Chartered Boutique Wealth Management Firm Supporting High-Net-Worth Clients An excellent opportunity has arisen for a Paraplanner to join a highly respected Chartered Independent Financial Planning firm based near Leatherhead.
This is a business I know exceptionally well, having met the Directors on numerous occasions and successfully placed several professionals within the firm over the years.
The company provides holistic, whole-of-market financial planning advice to a loyal client base of high-net-worth individuals, retirees, business owners and local families across Surrey, Sussex, Kent and London.
They currently advise more than 250 client families with investable assets typically ranging from £600,000 to £8 million.
Advice areas include
- Retirement Planning
- Pension Planning
- Investment Management
- Inheritance Tax Planning
- Cashflow Modelling
- Protection Planning
- Tax-Efficient Wealth Structuring The firm has built long-standing client relationships spanning more than two decades and prides itself on delivering exceptional service levels, resulting in outstanding client retention and referral rates.
The Opportunity Due to continued growth, the business is seeking a proactive and technically minded Paraplanner to join its experienced client support team.
This role will suit an individual who enjoys being involv...
