Position: Paraplanner - Route to Adviser or Career Paraplanner
Location: Offices near Horsham (Sussex)
Salary: £40k - £55k depending on experience plus discretionary bonus
My client is a boutique independent Chartered wealth planning firm with offices near Horsham. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Sussex. They manage the affairs of 400 clients with assets ranging from basic cases up to £1m+ to invest. They provide advice on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They prioritize exceptional customer satisfaction, resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams funded by the business. They use various platforms and analytical tools, with Xplan as their main back-office system.
The Directors are creating 2 brand-new roles for Paraplanners who can work on a 1-2-1 basis with each of the 2 Chartered Advisers in the business. You will be working towards your level 4 diploma or have completed it, possessing good technical knowledge and the ability to write suitability reports. A background in a wealth management business is required, along with a proactive attitude and a desire to learn alongside experienced advisers. Responsibilities include drafting reports, conducting analysis, cashflow modelling, and occasional admin work. This is a progressive role with the potential for the right person to become an adviser in the future; however, if you prefer to be a technical paraplanner, that is also acceptable.
Benefits:
* Full training and onboarding
* 23 days holiday + bank holidays
* Your Birthday off work
* Full study support for industry exams
If this role sounds of interest or if you would like to explore other roles, please get in touch at peter@financialdivisions.co.uk.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
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