Paraplanner to Financial Advisor: Rapid Progression

Paraplanner to Financial Advisor: Rapid Progression

Full-Time 25000 - 27800 Β£ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Support financial advisors and assist in client management while gaining valuable experience.
  • Company: Broughton Group, a supportive and employee-focused financial services firm in Edinburgh.
  • Benefits: 36 days of holiday, excellent training, and a focus on career development.
  • Other info: Join a dynamic team that prioritises employee wellbeing and growth.
  • Why this job: Fast-track your career from Paraplanner to Financial Advisor in a nurturing environment.
  • Qualifications: Level 4 Qualified (DipPFS or DipFA) with a passion for finance.

The predicted salary is between 25000 - 27800 Β£ per year.

Broughton Group in Edinburgh is looking for a Paraplanner who is Level 4 Qualified (DipPFS or DipFA) and seeking rapid progression to become a Financial Advisor. This opportunity offers excellent training and a supportive work culture that values employee wellbeing.

The role includes starting as a Trainee Financial Advisor with generous benefits, including 36 days of holiday and a career development focus, making it ideal for ambitious professionals.

Paraplanner to Financial Advisor: Rapid Progression employer: Broughton Group

Broughton Group in Edinburgh is an exceptional employer that prioritises employee wellbeing and career development, offering a supportive work culture where ambitious professionals can thrive. With generous benefits such as 36 days of holiday and a clear pathway for progression to Financial Advisor, this role is perfect for those looking to advance their careers in a nurturing environment.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

We think you need these skills to ace Paraplanner to Financial Advisor: Rapid Progression

Level 4 Qualification (DipPFS or DipFA)
Financial Planning
Client Relationship Management
Analytical Skills
Attention to Detail
Communication Skills
Problem-Solving Skills