At a Glance
- Tasks: Support financial advisers and create tailored financial plans for high-net-worth clients.
- Company: Boutique Chartered IFA firm with a strong growth trajectory.
- Benefits: Competitive salary, discretionary bonus, private medical insurance, and 25 days holiday.
- Other info: Opportunity to work with high-net-worth clients and gain valuable industry insights.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship from industry experts.
- Qualifications: 2 years' experience in paraplanning and working towards Level 4 diploma.
The predicted salary is between 29000 - 29000 £ per year.
A career defining opportunity for an ambitious candidate advising in 12 - 18 months.
My client is a Chartered wealth management business based near Guildford, providing financial advice to high-net-worth private individuals, families, trusts and businesses across London and the southeast.
The Directors are looking to offer an amazing opportunity to a Paraplanner with at least 2 years' experience who has genuine aspirations to be an adviser. They wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status.
You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and conducting research on pension, investments, tax planning, retirement planning, IHT and other topics. You will perform cashflow modelling and attend clients with one of the Senior Advisers.
This is a career enhancing role with exposure to HNW & UHNW clients with £500k - £1m invested and top households with £30m invested.
My client is flexible salary wise but is willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme.
Paraplanner / Trainee Financial Planner employer: Financial Divisions
Join a dynamic and growing Chartered wealth management firm near Guildford, where your career as a Paraplanner/Trainee Financial Planner can truly flourish. With a strong focus on employee development, you will receive tailored training to become a qualified adviser while working with high-net-worth clients, all within a supportive and collaborative work culture. Enjoy competitive salaries, generous benefits including a discretionary bonus and private medical insurance, and the opportunity to be part of a firm with ambitious growth plans that prioritises your professional advancement.
