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Paraplanner route to Junior Financial Advisor, London, Hybrid working, £35,000- £42,000 & Bonus

Financial Divisions
Posted 15 hours ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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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  • Our client, an independent boutique wealth management company, is seeking an experienced Paraplanner to support their UHNW clients.
  • The position requires some paraplanning experience and the pursuit of a Level 4 diploma, with a strong academic background preferred.
  • You will collaborate with a Director or Adviser in creating client portfolio appraisals, preparing suitability reports, and managing client communications.
  • The role offers a hybrid working model after probation, along with coaching and development opportunities to advance your career.
  • Competitive salary and bonuses are provided, along with support for further studies and staff outings.

Study Support Offered

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.

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.