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Are you an experienced Paraplanner looking to transition into an Advisory role in the next 9 months?
This role would suit an experienced paraplanner, either level 4 qualified or very close to achieving that, committed to a career as a Financial Adviser with a well-established IFA.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for a Paraplanner to transitioning into employed Adviser role, the position will come with an established group of clients.
Duties for this role will include:
- Provide expert advice on all areas of financial planning.
- Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
- Develop effective sustainable relationships with clients, their families & professional connections.
- Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
- Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business.
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