Full job description*Technical Administrator / Paraplanner
*Supporting 4 Financial Advisers
*Offices in Farnham (Surrey)
*Clients hold on average £750k - £1m invested
*£35k - £45k basic salary plus bonus
My client are a boutique wealth planning firm with offices in Farnham who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of 450 households with £500m AUM. Assets per household range greatly but a typical client has £750k to £1m+ to invest. Their top clients have multiple millions invested. They give advice on pensions, investments, tax planning, cashflow modelling, lots of IHT and Trust planning, retirement planning and protections etc. They have very longstanding relations stretching back 10 years.
The business has grown organically since its inception a team of 4 established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities 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 which are funded by the business. They use a variety of AI software’s and analytical tools.
The Directors are creating a brand-new role for a Junior Paraplanner/Technical Administrator who will be responsible for conducting end to end technical administration and suitability report writing. This role will suit a candidate who is studying for their Level 4 diploma and has at least 2 years of financial planning experience doing admin or junior paraplanning. Team fit will be crucial for this role. Full training will be provided and an induction to get you up and running.
If this role sounds of interest or any other roles I am working on please get in touch.