Hybrid Paraplanner to Financial Advisor – Training

Hybrid Paraplanner to Financial Advisor – Training

Full-Time 30000 - 35000 Β£ / year (est.) Home office (partial)
Financial Planning Firm

At a Glance

  • Tasks: Produce suitability reports and assist advisers in developing financial strategies.
  • Company: Dynamic financial planning firm with a clear career progression path.
  • Benefits: Salary of Β£30,000-Β£35,000, hybrid working, and in-house training support.
  • Other info: Great opportunity for growth in a supportive and innovative environment.
  • Why this job: Kickstart your career with training to become a Financial Advisor while earning a competitive salary.
  • Qualifications: No prior experience needed; just a passion for finance and helping others.

The predicted salary is between 30000 - 35000 Β£ per year.

Financial Planning Firm in Hillingdon is seeking a Junior Paraplanner with a clear path to becoming a Financial Advisor. The role includes in-house training with study support to chartered status and progression routes to become a Paraplanner or Financial Advisor, plus a salary of Β£30,000-Β£35,000 and hybrid working.

You will produce suitability reports, conduct technical research, ensure client files are up to date, and assist advisers with developing financial strategies; hours are Monday to Friday.

Hybrid Paraplanner to Financial Advisor – Training employer: Financial Planning Firm

As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.

Financial Planning Firm

Contact Details:

Financial Planning Firm Recruitment Team

We think you need these skills to ace Hybrid Paraplanner to Financial Advisor – Training

Suitability Report Writing
Technical Research
Client File Management
Financial Strategy Development
Attention to Detail
Communication Skills
Analytical Skills