At a Glance
- Tasks: Assist in financial planning and administration for high-net-worth clients.
- Company: An independent wealth management firm based near Newbury with a strong reputation.
- Benefits: Basic salary between £35k - £47k, hybrid working available after onboarding.
- Other info: The role is office-based initially, transitioning to hybrid work.
- Why this job: Join a growing firm with a clear path to becoming a financial adviser.
- Qualifications: Knowledge of platforms like Fidelity, Aviva, Royal London, and Prudential is preferred.
The predicted salary is between 35000 - 47000 £ per year.
Paraplanner/Trainee Financial Planner Route to adviser with full training and support.
Wealth Management Firm near Newbury. Basic salary £35k - £47k (depending on experience). Hybrid working is available once up and running.
Overview: My client is an independent financial advice business in Berkshire 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 Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.
The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity, Aviva, Royal London, Prudential etc.
A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established.
Qualifications: Knowledge of platforms such as Fidelity, Aviva, Royal London, Prudential, etc.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
Financial Advisor Trainee in Hungerford employer: Financial Divisions
This Berkshire-based wealth management firm offers a competitive salary and an excellent benefits package. With a focus on high-net-worth clients, the team is experienced and ambitious, aiming for organic growth. The firm values entrepreneurial spirit and provides full training for career advancement.
