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Paraplanner - Potential to Become a Financial Advisor
Are you an experienced Paraplanner seeking a rewarding role where you can contribute to comprehensive, holistic wealth management while also having the opportunity to progress to becoming a Financial Advisor? This is an exciting opportunity with a well-established Independent Financial Advice firm based near Bagshot, Surrey.
My client offers a broad range of financial services including pensions, investments, tax planning, IHT, mortgages, protections, as well as Wills, Trusts, and Powers of Attorney. With over 30 years of experience, they have built a strong reputation and an ever-growing client base across the Southeast of England.
About the Role:They are looking for a skilled and motivated Paraplanner (ideally with Chartered status) to work closely with a long-established Financial Advisor. You will be actively involved in managing client portfolios, providing holistic wealth management advice, and nurturing relationships with high-net-worth clients. This is a client-facing role where you will oversee all aspects of the clients’ financial needs, working alongside an experienced team of administrators who are eager to learn from your expertise.
This position will suit a Paraplanner who is passionate about providing technical support and service, and who enjoys a hands-on approach to delivering comprehensive financial advice. If you have a passion for wealth management and enjoy working directly with clients, this could be the perfect next step in your career.
Key Responsibilities:
- Provide full paraplanning support, including report writing, research, and analysis.
- Assist with the preparation of comprehensive financial planning strategies for high-net-worth clients.
- Collaborate closely with a senior adviser and manage client relationships.
- Mentor and support junior team members, sharing your knowledge and helping develop their skills.
- Ensure clients receive high-quality, tailored advice across a wide range of services, including pensions, tax planning, and investments.
What We’re Looking For:
- Ideally, you will have experience in a private client wealth management role and be comfortable providing holistic paraplanning support.
- Chartered status is preferred but not essential.
- Strong technical knowledge in areas such as pensions, investments, tax, and IHT.
- A client-focused approach with the ability to build lasting relationships.
- Ambition to progress and take on greater responsibility, potentially transitioning into an advisory role in the future.
Why Apply:
- Hybrid working arrangements for better work-life balance.
- Competitive salary of up to £55k with revenue-related salary increases.
- Opportunity to grow your career and transition into an advisory role.
- Be part of an established firm with a long history of client success and a collaborative team environment.
- Comprehensive support from a team of experienced professionals.
If you are an experienced Paraplanner who thrives in a client-facing, service-oriented role and is looking for an opportunity to grow into a Financial Advisor, my client would love to hear from you. To apply or find out more, please contact Laura McKendry at Financial Divisions
