At a Glance
- Tasks: Assist advisers with technical work and gradually manage your own client meetings.
- Company: Recruit Wealth, a forward-thinking financial services firm in the UK.
- Benefits: Hybrid work model, study support, and a clear career progression path.
- Other info: Join a supportive team and grow your expertise in a dynamic environment.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: Ambitious individuals with a passion for finance and strong communication skills.
The predicted salary is between 40000 - 45000 £ per year.
Recruit Wealth in the United Kingdom is seeking an ambitious Paraplanner ready to step into a Financial Planning role.
This hybrid position blends technical paraplanning with gradual exposure to client-facing planning, supported by a structured career path and study assistance.
Initially you’ll assist advisers with complex technical work and progressively handle your own client meetings, annual reviews and new introductions, with existing client opportunities from day one.
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Paraplanner to Financial Planner - Hybrid, Study Support employer: Recruit Wealth
Join a leading national Financial Planning business that prioritises employee development and offers a supportive work culture. With a commitment to high-quality financial advice and a focus on holistic service, this company provides excellent growth opportunities for its staff in a thriving regional office environment. Experience a rewarding career where your contributions are valued and you can make a real impact on clients' financial journeys.
