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Are you a skilled and motivated Paraplanner seeking a rewarding career transition into a Financial Adviser role? Look no further! Our client, a prestigious Chartered Wealth Management firm based in Central London, is offering an exciting opportunity to join their team and embark on a journey towards becoming a successful Adviser.
Our client is a highly regarded Chartered Wealth Management firm with a history of organic growth. Over the past 7 years, we have successfully collaborated with them, assisting in recruitment efforts. They specialise in offering truly holistic financial planning advice to clients with a minimum of £500,000 of investable assets. The firm's success is driven by client referrals and recommendations, resulting in an extensive client bank.
Due to an overwhelming number of clients, the Founding Advisers are seeking a motivated Paraplanner eager to transition into an Adviser role. This unique opportunity provides comprehensive training, ongoing support, and access to an established client bank.
- Work closely with a Senior Adviser, initially assisting with Paraplanning duties.
- Attend client meetings to build relationships with existing and potential clients.
- Receive full training and support to eventually conduct client reviews independently.
- Transition from Paraplanning to becoming a full-fledged Adviser with your own client portfolio.
My clients are recruiting a Diploma qualified Paraplanner who is motivated to pursue a career path leading to becoming a Financial Adviser. You must have strong interpersonal skills and ability to build rapport with clients.
- Competitive salary of £65,000 plus bonus and study support.
- Supportive and friendly working environment.
- Opportunity to inherit a well-established and highly profitable client bank.
- Flexibility to work more from home as you progress in your role.
If you are a dedicated Paraplanner ready to take the next step in your career and become a successful Financial Adviser, this is the perfect opportunity for you! Join our client's team and contribute to their continued success.
Please contact Joanna Clark to discuss this role in detail.
