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CHARTERED PARAPLANNER/TRAINEE FINANCIAL PLANNER

3 months ago

London, United Kingdom Financial Divisions Full time

CHARTERED PARAPLANNER/TRAINEE FINANCIAL PLANNER ( Client Portfolio provided)

To c £65k with Bonus and exceptional list of benefits and structured support

London


Exceptional and rare opportunity for a Chartered Paraplanner on the cusp of taking the next step into Advice, to join this top London based independent wealth management firm where you will be mentored and supported to achieve your dream role.


Opportunity Highlights


** Fast Track opportunity for a Paraplanner to transition into Advice within a very short period

** Opportunity to shadow Adviser to learn the Adviser piece

** A well-established profitable Client Portfolio will be provided

** You must be able to demonstrate already acquired Client facing skills and ability to develop longstanding relationship with your Clients as you take them over

** Full involvement with Cashflow forecasting, demonstrate your technical paraplanning expertise and conduct annual reviews and offering recommendations as part of the transition

** Full training and support will be provided to assist with the move from paraplanning to Advice

** Ideally you will hold Chartered Status or be very close to completion

** Confidence, strong communication skills and the ability to build rapport with your Clients is essential


For further information, please contact Camilla Howden on camilla@financialdivisions.co.uk