Back to search
Client Bank Provided
Are you ready to elevate your career in financial planning? Join a prestigious Wealth Management firm renowned for its organic growth and commitment to Ultra High Net Worth (UHNW) clients, offering comprehensive and holistic financial planning advice.
Why This Opportunity Stands Out:
- Seamless Transition to Adviser: Fast-track your career from Paraplanner to Financial Planner within just 12 months. Benefit from full training and support while inheriting an established client bank.
- Work with a High Billing Adviser: Collaborate with a top-performing Senior Adviser who will guide and mentor you through the transition process. Attending the client meetings and assisting with the recommendation process. This hands-on mentorship ensures you’re equipped with the skills and confidence needed for success.
- HNW Clients Provided: Engage with High-Net-Worth clients, each with investable assets of £1m plus. This role allows you to build strong relationships with a sophisticated clientele.
- Hybrid Role: Initially work in a hybrid role, attending all client meetings to build rapport and relationships with your future clients. Produce technical suitability reports, perform cash flow modelling, and conduct fact finds to deepen your technical expertise.
- Internal Marketing Support: Leverage the firm’s internal marketing team, which actively generates new business, allowing you to focus on client service and advisory duties rather than business development.
Ideal Candidate:
- Qualifications: Diploma qualified and chartered or nearing completion.
Benefits:
- Supportive Environment: Enjoy a structured and supportive work environment with clear opportunities for career advancement.
- Established Client Bank: Take over a well-established and highly profitable client bank, ensuring you can focus on delivering exceptional service from day one.
- Hybrid Working: Benefit from a flexible working arrangement post-training, balancing office presence with home-based work.
This is an exceptional opportunity for a Paraplanner who is ready to step into an Adviser role, with all the support and resources needed for success. If you are eager to take your career to the next level, this role offers unparalleled growth and development prospects.
For more information or to apply, please contact Joanna Clark at Financial Divisions.
