Paraplanner (Progression to Financial Advisor) Armagh Area
Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within.
The Opportunity
Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career.
You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business.
Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time
Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle
What's on Offer Clear and supported career progression into Financial Advice Access to an existing client
Paraplanner in London employer: Brook Street
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