Paraplanner
BRAND NEW ROLE Paraplanner Vacancy - Route to advising if desired Brighton offices with hybrid working Working with HNW and UHNW clients (£1m+ per client) Basic salary £45k - £55k + discretionary bonus Full study support to Chartered status My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK. The business works with only 150 clients but they all have over £1m invested. They work with retirees, City professionals, families, SME owners. The business has very ambitious plans to expand and grow so if you''re looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. I have placed someone into this role in 2025 and they are seeking to add to their team with another paraplanner. The Managing Director is seeking a driven Paraplanner. You must be diploma qualified and be articulate, professional and seeking to work in a small team but who work with HNW and UHNW clients. You will be client facing, interacting with clients daily and working on complex financial advice and doing all technical paraplanning work. There is a definitive route to being an adviser and you will be actively encouraged to train towards this, but a career paraplanner would also be suitable. The role will pay up to £55k basic salary with bonuses
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