Our client is a highly respected, prestigious wealth management firm, serving high-net-worth clients and their dependents. This role needs an experienced Paraplanner due to growth and expansion. The ideal Individual will be someone who enjoys working with high net worth and established clients and ideally wants a role that will provide full training and support to progress to an Advisory role in a short period of time. If this sounds like you, we would love to speak to you.
The Opportunity
As an experienced Paraplanner, you will have a strong reputation for delivering high-quality, working closely with an experienced Advisers, where you’ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. Our client prides itself on providing non jargon based, relationship led advice.
This isn’t just a back-office role , as a Paraplanner, you’ll be heavily involved in client interaction including client meetings and helping to formulate the recommendations and given real visibility across client relationships.
The Role
What They’re Looking For
Progress towards Chartered status would be a big plus, but not essential.
What’s On Offer
Why This Role?
Opportunities offering a genuine route from Paraplanner to Adviser, that provide full training and support and not common in all firms and we are delighted to be working with our client on this key opportunity.
If this role is of interest, please send your CV to Laura at Financial Divisions.
Paraplanner to Financial Adviser - Central London - £55K-£60k +bonus,benefits,full training &support • London, South East England, UK
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