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London, Greater London
Financial planner
JUNIOR PARAPLANNER ( fast track opportunity), North London, Hybrid working, C £35k

JUNIOR PARAPLANNER ( fast track opportunity), North London, Hybrid working, C £35k

Financial Divisions

Posted 12 hours ago, valid for 15 hours

London, Greater London N8 7HR, England

Full Time

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Sonic Summary

This position is an exceptional opportunity for a Graduate with 18 months of wealth management experience and R0 exam success to advance their career from Junior Paraplanner to Paraplanner.
The role involves building strong relationships with clients, preparing documentation, and assisting with financial planning advice in collaboration with an experienced Financial Planner.
The management team is committed to investing in their staff, ensuring personal goals are achieved while maintaining high standards in the advice and review process.
The company offers a salary of £30,000 along with benefits such as PMI, pension, private medical, and flexible working arrangements including hybrid options.
Study support will be provided for R0 exam success, making it an ideal development opportunity for numerically inclined graduates.

PMI, pension, private medical, DIS, hybrid working, full study, flexible working with extra day off per month

Exceptional opportunity for a Graduate with 18 months wealth management experience and R0 exam success to fast track their career from Junior Paraplanner through to Paraplanner with the help of this career driven team of professionals.

Opportunity Highlights

** The purpose of this role is to work closely with the assigned Clients, build strong relationships with them to assist with your transition into Financial Planner in the future

** Work within a pod with an experienced Financial Planner and assist with providing Financial planning Advice to a well-established loyal Client Portfolio

** Prepare all relevant information/documentation, be familiar with the Clients background before attending the meeting with the Financial Planner

** Prepare post meeting notes including any actions and assist the paraplanner with making recommendations to the Client

** Ensure the Advice and Annual review process runs on time and to excellent standards

** The management team invest heavilily in their staff with a view to watching their careers flourish and that personal goals are achieved

** Perfect development opportunity for a numerically based Graduate with 18 months financial planning/IFA experience/Junior paraplanner looking to fast track their career

** Study support with be provided for R0 exam success

To view the job spec, please contact Camilla Howden at Financial Divisions.

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