Office-based | 1-2-1 support to Chartered Adviser
An opportunity to join a small, independent Chartered wealth planning firm based near West Grinstead. This is a boutique practice with around 400 clients, advising a mix of HNW retirees, accumulators, families and local SME owners. The emphasis is very much on long-term relationships and delivering proper financial planning rather than volume.
This is a newly created role working closely on a 1-2-1 basis with a Chartered Adviser. You will be heavily involved in the preparation and analysis behind pensions, investments, tax planning, retirement strategies and protection advice. The role will suit someone who enjoys being technically involved and wants exposure to high-quality advice work.
Key responsibilities:
*Preparing and drafting suitability reports
*Conducting research and technical analysis
*Supporting with pensions, investment and tax planning cases
*Cashflow modelling
*Liaising with providers and assisting with client servicing
The firm actively encourages professional development. Support is provided towards industry qualifications, with salary increases offered as exams are passed towards Level 4 Diploma and ultimately Chartered status.
The successful candidate will:
*Have paraplanning experience within an IFA / wealth planning environment
*Be technically strong and comfortable drafting reports
*Be organised, proactive and keen to develop
*Ideally be Diploma qualified (or working towards it)
This is an excellent opportunity for a Paraplanner who wants close exposure to an experienced Chartered Adviser within a supportive, professional environment.
For more information or a confidential discussion, please contact Jo at Financial Divisions.