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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 7 days ago, valid for 4 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

Our client, a boutique wealth management company, is seeking a dynamic Paraplanner with a salary range of £35,000-£42,000 depending on experience, plus bonuses.
The ideal candidate should have some paraplanning experience and be pursuing their Level 4 diploma in financial planning.
In this role, you will collaborate closely with a Director or Adviser to assist in client portfolio appraisals and suitability report preparation.
The position offers a hybrid work model after probation and includes comprehensive coaching and development opportunities.
This is an excellent opportunity for a qualified Paraplanner looking to advance their career in wealth management.

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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