Paraplanner – Part of Fully Qualified
Location: Teddington
Hybrid working available
Salary: £33,000-£50,000 depending upon experience
Are you a Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
  • Our client is an established independent IFA, based in a convenient location in Teddington, Surrey
  • Whilst the company is a boutique wealth planning company and you will be working with 3 x Advisers with IFA Administrators to support you
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Hybrid working available after training
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail