Paraplanner to Financial Advisor
3 weeks ago
plus Study Aid-Excellent Bonus Structure
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
With their whole of market strategies and advice, coupled with their personalised service, my client has established themselves as the go-to wealth planner in their community.
My client is searching for a skilled and passionate Paraplanner who is eager to grow and advance towards becoming a Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You'll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients.
To thrive in this role as a Paraplanner, you'll need at least 2 years' experience as a paraplanner, along with a Level 4 Diploma or a commitment to working towards qualification. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.
In return for your expertise and dedication, our client offers a competitive salary, structured bonus, generous annual leave, pension contributions, professional development support, and flexible benefits. Don't let this fantastic opportunity pass you by Take the next step in your financial planning career and apply today.
For a confidential discussion about this exciting opportunity, please contact Joanna Clark.
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