A small but very well established and successful Wealth Management practice have an opportunity for a Paraplanner to join their team.
The company offices are based in the Waverley region of Surrey and are conveniently located right by the train station.
The team comprises of two Advisers, one Paraplanner and a small team of Administration staff. The successful candidate will provide expert Paraplanning support to both of these Advisers, focusing on a range of offerings including retirement planning, investments and personal protection.
Their key focus is to maintain strong client relationships and as such developing a bespoke, tailored strategy.
The ideal candidate will have a strong background in Paraplanning and will be able to demonstrate a high level of skill and knowledge. Ideally they will have passed industry exams. This said, we welcome CV's from Paraplanners of all levels for consideration.
The role is paying an fantastic salary in the region of £45-50,000