img
Permanent

Paraplanner

Godalming
money-bag 45000.00-45000.00 Annual
3128998054
Posted 2 days ago

Senior Paraplanner£45k - £50k plus bonuses and benefitsEstablished Wealth Management FirmOffices in Godalming (Surrey)4 days in the office per weekMy client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments.The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers'' inboxes, the Managing Director is seeking an experienced Paraplanner who is diploma qualified or close to completion. But they will consider a candidate who is qualified by experienced as opposed to qualifications. You will be confident with end to end paraplanning on pensions, investments, tax planning, retirement planning and IHT and knowledge with Voyant cashflow modelling would be highly advantageous. You will benefit from study support for any exams you are undertaking, accessible parking, extensive ..... full job details .....

Other jobs of interest...

MaxAd
WokingYesterday
money-bag10000-500000 Annual
Premier Jobs UK Limited
Camberley
money-bag50000.00-50000.00 Annual
Finlink Ltd
Thames Ditton
money-bag30000.00-30000.00 Annual
Blakemore Recruitment
Horsham
money-bag50000.00-50000.00 Annual
2i Recruit Ltd
Guildford
money-bag40000.00-40000.00 Annual
Eden Rose
Fleet
money-bag35000.00-35000.00 Annual
Burgh Recruitment Limited
Farnham
money-bag10000-500000 Annual
MaxAd
Woking3 days ago
money-bagNegotiable
Financial Divisions
Guildford3 days ago
money-bag40000.00-40000.00 Annual
Burgh Recruitment Limited
Farnham4 days ago
money-bagNegotiable

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!