At a Glance
- Tasks: Support Senior Advisers and gain hands-on experience in financial planning.
- Company: Respected Chartered Financial Planning firm near Guildford.
- Benefits: £40,000 - £50,000 salary, bonuses, and comprehensive benefits.
- Other info: Join a supportive team focused on your professional growth.
- Why this job: Kickstart your career with structured training to become a Financial Adviser.
- Qualifications: Ambitious individuals with a passion for finance and strong technical skills.
The predicted salary is between 40000 - 50000 £ per year.
£40,000 - £50,000 Basic Salary + Bonus + Comprehensive Benefits Career Defining Opportunity | Adviser Training Programme | Competent Adviser Status Within 12-18 Months This is a rare opportunity for an ambitious and technically capable Paraplanner to join a highly respected Chartered Financial Planning firm and embark on a structured pathway into financial advice.
Our client is an established Chartered Wealth Management practice based near Guildford, providing sophisticated financial planning advice to high-net-worth individuals, families, trusts and business owners across London and the South East.
Having successfully supported the growth of this business over several years and placed multiple professionals into the firm, we have witnessed first-hand their commitment to staff development, client excellence and long-term growth.
As part of their continued expansion plans, the Directors are seeking a Paraplanner who has genuine aspirations to become a Financial Adviser.
They are committed to investing significant time, training and resources into the successful individual, with the objective of achieving Competent Adviser Status and transitioning into an advisory role within approximately 12-18 months.
The Opportunity Working closely with Senior Advisers and Directors, you will gain exposure to all aspects of holistic financial planning while developing the tech...
