At a Glance
- Tasks: Assist in financial planning, attend client meetings, and present solutions.
- Company: Leading Chartered Wealth Management firm with a strong reputation.
- Benefits: Flexible working, generous bonuses, full study support, and team events.
- Other info: Opportunity for career progression and professional development.
- Why this job: Gain hands-on experience and mentorship in a supportive environment.
- Qualifications: Ambition to grow in financial planning and willingness to learn.
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 Planning Assistant 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 comprehensive training, mentorship from industry leaders, and flexible working arrangements, you will have the opportunity to develop your skills and advance your career while enjoying a generous benefits package and a vibrant company culture that values professional growth.
