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Exciting Opportunity for an Experienced Paraplanner - Pathway to Financial Advisor
Are you an ambitious Paraplanner with a passion for delivering top-tier financial advice and looking to take your career to the next level? If so, this is your chance to join a prestigious, well-established Independent Financial Advice firm with a rich 30-year history of success.
Based in the beautiful area of Bagshot, Surrey, this firm is renowned for providing expert whole-of-market advice across Pensions, Investments, Tax Planning, IHT, Mortgages, Protection, Wills, Trusts, and Powers of Attorney services to wealthy clients across the Southeast of England. With a loyal and ever-growing client base, they are now seeking a dynamic Paraplanner who is eager to build lasting client relationships and work alongside an experienced Financial Advisor.
What’s in it for you?
- Real career progression - This is a fantastic opportunity for a Paraplanner who wants to grow into a Financial Advisor role, with full support and guidance along the way.
- Client-facing role - If you thrive on building strong relationships and providing tailored financial advice, this is a role where you can make a real impact on clients' financial futures.
- Work with a respected advisor - You’ll be supporting an experienced Advisor who has nurtured a successful client portfolio over 20 years and who will provide the mentorship you need to succeed.
- A supportive, ambitious team - You’ll be part of a close-knit team of professionals who are keen to learn and grow, with plenty of opportunity to share your expertise and develop the next generation of talent.
This role is ideal for Paraplanners who love the technical side of wealth management and are driven by offering complete, holistic financial advice. You’ll work alongside a respected team and enjoy the satisfaction of knowing you’re helping clients make the best financial decisions.
If you’re a forward-thinking, client-focused Paraplanner looking for a rewarding challenge, this is the perfect opportunity to take your career to new heights.
Ready to make a move?Reach out to Laura at Financial Divisions and take the first step toward your next career milestone
