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Paraplanner route to Junior Financial Advisor, London, Hybrid working, £35,000- £42,000 (DOE)

Paraplanner route to Junior Financial Advisor, London, Hybrid working, £35,000- £42,000 (DOE)

Financial Divisions

Posted 14 hours ago, valid for 16 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The position is for a Paraplanner at an independent wealth management company, offering a salary between £35,000 and £42,000 depending on experience, along with bonuses.
The ideal candidate should have some paraplanning experience and be pursuing their Level 4 diploma in financial planning.
The role involves working closely with a Director or Adviser to create client portfolio appraisals and prepare suitability reports.
This opportunity provides a hybrid working model after probation, along with coaching and development to support career advancement.
Candidates interested in this role should send their CV to Sam Negbenebor at Financial Divisions.

Study Support Offered, £35,000- £42,000 (DOE) & Bonus

Our client is an independent, boutique wealth management company that offers their devoted UHNW clients comprehensive assistance. They are searching for a dynamic, experienced Paraplanner that is looking for a company that can help their advancement in this field because of their expansion.

Together with a Director or Adviser, you will work one-on-one to assist with the creation of client portfolio appraisals, suitability report preparation, scheduling, and client meeting packet preparation. answering client questions and having knowledge of other platforms, such Transact, etc.

Our client is looking for a Paraplanner that has a strong academic background, is searching for a career-advancing position in wealth management. After probation, this Paraplanner position will be hybrid and provide complete coaching and development to help you reach your career aspirations. The company will support your studies in addition to providing great bonuses and staff outings.In addition to having some paraplanning experience, the ideal applicant should be pursuing their Level 4 diploma. For a qualified Paraplanner who is enthusiastic about the field, this is an amazing opportunity.

If you are looking for a new role, then please do send your CV to Sam Negbenebor at Financial Divisions.

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Paraplanner route to Junior Financial Advisor, London, Hybrid working, £35,000- £42,000 (DOE)

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