BRAND NEW ROLE: Paraplanner Vacancy - Boutique IFA firm (Surrey)

• Join a growing business with no desire to sell to a consolidator
• 4 days in the office - Leatherhead Offices (Surrey)
• Up to £45k basic salary plus benefits
• Work on a 1-2-1 basis with an adviser
• 2+ years of solid paraplanning required
• End to end report writing, research and analysis of clients' financials
• Boutique IFA with 250+ HNW & UHNW families/households
• Clients assets range from £600k to £8m invested.
• Whole of market financial advice to private clients
• NOT A REQUIREMENT to be studying towards your level 4 diploma
• Knowledge of Intelligent Office and Voyant is advantageous
• Full study support towards any exams you are undertaking

If this role sounds of interest or any other roles I am working on please get in touch.