At a Glance
- Tasks: Progress from Paraplanner to Financial Planner, managing a £40m client bank.
- Company: Respected Chartered Independent Financial Planning firm with strong national presence.
- Benefits: £42k salary, excellent bonuses, hybrid and flexible working options.
- Other info: Full training and mentoring provided for your success.
- Why this job: Join a supportive team and develop your career in financial planning.
- Qualifications: Experience as a Paraplanner with ambition to advance.
The predicted salary is between 42000 - 42000 £ per year.
Are you a Paraplanner looking to take the next step in your career, or have you been promised progression towards an advisory role which has not yet come to fruition?
An excellent opportunity has arisen for a Paraplanner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.
Our client is a highly respected business and is offering a rare opportunity for a Paraplanner to progress into a Financial Planner role, and manage an established client bank of approximately £40m AUM, acquired from a retiring adviser.
Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with ambition to take the next step in their career and earn very well.
The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.
Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning.
Once established in the role, you will benefit from genuine flexibility and a...
