Hybrid Working - Based in Caversham, Reading, BerkshireSalary: £48k-65k + Revenue-Related Salary IncreasesAn esteemed Independent Financial Advice firm in Caversham, Reading, Berkshire, is seeking a client-focused Paraplanner to join their team. Specialising in Pensions, Investments, Tax Planning, IHT, Mortgages, and Protection for high-net-worth clients in Berkshire and the Southeast, this opportunity promises growth and development.The ideal candidate, preferably Chartered, will work closely with top-tier financial advisors to build lasting client relationships and craft tailored wealth management strategies. As a Paraplanner, your role is crucial in delivering client-centric financial solutions and driving business expansion through expert guidance.Join a seasoned team with a 20-year legacy in financial planning, where your technical skills and dedication to holistic advice will thrive. This position not only involves client management but also offers mentorship opportunities with junior colleagues, fostering a collaborative learning environment.If you are currently active in Private Client Wealth Management, providing comprehensive paraplanning support, this role provides a platform to advance your career in a progressive financial planning firm. Connect with Jo at Financial Divisions to seize this compelling opportunity today!
Back to searchParaplanner, Route to Financial Advisor, Caversham, Reading, Hybrid, Salary: £48k-65k + Revenue
Financial Divisions
Posted a day ago, valid for a month
Reading, Berkshire RG4 8TP, England
Full Time
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Sonic Summary
- A prestigious Independent Financial Advice firm in Caversham, Reading is looking for a client-focused Paraplanner with a salary range of £48k-65k plus revenue-related salary increases.
- The firm specializes in Pensions, Investments, Tax Planning, IHT, Mortgages, and Protection for high-net-worth clients in Berkshire and the Southeast.
- The ideal candidate should ideally be Chartered and will collaborate with top-tier financial advisors to create tailored wealth management strategies.
- This role is essential for delivering client-centric financial solutions and driving business growth while providing mentorship to junior colleagues.
- Candidates should have experience in Private Client Wealth Management and be prepared to advance their careers in a progressive financial planning firm.
