At a Glance
- Tasks: Support paraplanning duties and build client relationships in financial planning.
- Company: Dynamic financial planning firm with a focus on client success.
- Benefits: Highly competitive salary, career progression, and supportive team environment.
- Other info: Opportunity for significant career growth and mentorship from the MD.
- Why this job: Step into financial advice and manage your own high-net-worth client book.
- Qualifications: Experience as a paraplanner or IFA with strong relationship-building skills.
The predicted salary is between 50000 - 70000 £ per year.
Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner or Financial Adviser to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will be supporting with paraplanning duties for that client book.
Duties:
- Writing technical suitability reports and product research
- Cashflow modelling
- Attending client meetings and building upon the strong relationships
- Working closely with the other IFA’s, and back office team
- Eventually taking over a client book and managing this independently, offering holistic advice
- Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
Highly competitive...
We think you need these skills to ace Associate Adviser
Technical Paraplanning
Financial Advice
Client Relationship Management
Suitability Report Writing
Product Research
Cashflow Modelling
Compliance with FCA Regulations
