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Paraplanner with a route to Junior Advisor-Wealth Management Firm plus...

Financial Divisions
Posted 2 days ago, valid for 20 days
Location

St. Albans, Hertfordshire AL3 6JZ, England

Salary

£48,000 - £57,600 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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  • The independent financial advisory company based in St Albans is offering a salary range of £35,000 to £45,000 with full study support for a level 4 Diploma.
  • They are seeking a career paraplanner who is pursuing or has already earned their level 4 diploma, indicating a requirement for relevant qualifications.
  • The firm has a solid reputation and serves a diverse clientele, including retirees, City workers, families, and professional athletes.
  • As the company expands due to referrals, there is a promising career path for candidates who demonstrate potential for advancement.
  • The role involves computations, research, and report writing, with opportunities to participate in the advice compilation process alongside advisers.

Offices based in St Albans (Hertfordshire) - Basic salary £35,000 - £45,000 - Full study support to level 4 Diploma

My client is an independent financial advisory company that has established a solid reputation for offering clients throughout Hertfordshire offering the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and certain protections. The company employs ten people in total, including three advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k. This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.

Regarding what they can give a candidate in terms of a career, my client is quite transparent. A career paraplanner who is pursuing or has already earned their level 4 diploma would be a good fit for the position. The company is expanding as a result of multiple referrals and recommendations, so there is a real path for the right individual who demonstrates promise to advance and become a chartered member. You will be doing all of the computations, research, and writing the entire report. If you have enough experience, you can really participate in the advice compilation process by attending meetings with the Advisers. There's a great opportunity to work in a safe, fulfilling role with great perks and bonus system. The Directors hope to make an offer of £35,000 - £50,000 for the right candidate.

For more details please contact Sam Negbenebor at Financial Divisions.

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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.