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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 2 days ago, valid for 16 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The position is for a dynamic and experienced Paraplanner at an independent wealth management company offering a salary between £35,000 and £42,000, depending on experience.
Candidates 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 support client portfolio appraisals and report preparation.
After probation, the position will be hybrid and includes coaching and development opportunities to advance your career.
The company also offers study support, bonuses, and staff outings to enhance employee satisfaction.

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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