At a Glance
- Tasks: Assist in financial planning and attend client meetings as you grow your skills.
- Company: Join a leading Chartered Wealth Management firm with a supportive culture.
- Benefits: Flexible working, generous bonuses, full study support, and team events.
- Other info: Enjoy a collaborative environment with real opportunities for growth.
- Why this job: Kickstart your career in finance with mentorship from top professionals.
- Qualifications: Ambition to develop in financial planning and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are working with one of the UK's leading Chartered Wealth Management firms, a business we have partnered with for more than 10 years and where we have successfully placed many professionals.
Following the promotion of a Senior Paraplanner we originally placed, who is now progressing into an advisory role and taking over a retiring Adviser's client bank, an opportunity has arisen for an ambitious Paraplanner to follow a similar career path.
As your confidence grows, you will attend client meetings, contribute to research and recommendation discussions, and become increasingly involved in presenting financial planning solutions. Full training and support will be provided to help you develop your technical and client-facing skills.
You will be mentored by an exceptional Paraplanning Manager, widely regarded as one of the strongest technical professionals in the market, within a collaborative and supportive team environment where professional development is genuinely encouraged.
The firm offers flexible working, with the opportunity to work from home two to three days per week once established in the role, alongside a comprehensive benefits package, generous bonus scheme, full study support and regular team and company events.
Ambition to build a long-term career within financial planning.
Paraplanner / Financial Planner employer: Financial Divisions
Join one of the UK's premier Chartered Wealth Management firms, where your career as a Paraplanner can flourish in a supportive and collaborative environment. With exceptional mentorship, flexible working arrangements, and a commitment to professional development, you'll have the opportunity to grow your skills and advance your career while enjoying a comprehensive benefits package and a vibrant company culture.
