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PARAPLANNER TO ADVISER (with Client Portfolio provided) - Colchester - C £40/50k plus...

Financial Divisions
Posted 15 hours ago, valid for 6 days
Location

Colchester, Essex CO6 3JQ, England

Salary

£40,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exceptional opportunity is available for a Diploma Qualified Paraplanner to transition into an Adviser's role at a multi-award-winning boutique wealth management firm.
  • The position offers a full client-facing role with a comprehensive mentoring program designed to help the individual achieve personal goals.
  • Successful candidates will initially manage around 150 clients, focusing on lower value/high volume clientele to quickly develop their skill set.
  • This role provides a competitive salary, benefits including study support towards chartered status, a bonus, generous holidays, and a pension.
  • Candidates should have prior experience as a Diploma Qualified Paraplanner and are encouraged to contact Camilla Howden to express their interest.

plus excellent career enhancing role, transition into Advice as quickly as you can

Exceptional opportunity for a Diploma Qualified Paraplanner now ready to make the move into Advice. Our Client is a multi-award-winning boutique wealth management firm who take pride in providing impartial advice to private Clients, the Families and Corporates and are looking to offer this opportunity to a professional and dynamic individual ready to take on this challenge

Opportunity Highlights

**Excellent career move for an experience Diploma Qualified Paraplanner to gain CAS and step quickly into an Adviser role

**Full Client facing role with a full mentoring programme to achieve your personal goal

**Once settled in you will be provided with c 150 Clients which will increase

**Working with volume lower value/ high volume Clients

**This is an opportunity to service Clients and develop your skillset quickly

**The role will initially be office based with the opportunity to be home based

**Nice list of benefits including study towards chartered status, Bonus, DIS, generous holidays, pension

Please contact Camilla Howden to register your interest.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.