Senior Paraplanner

Are you a senior paraplanner wanting to take the next step into financial advising?

Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising?

We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth client bank.

Opportunity

We are a small successful, entrepreneurial team seeking a committed individual with a passion for financial planning and a genuine desire to build their expertise to become a financial planner.

Working closely with one of our most successful partners, assisting with his wealthiest and most successful clients, you will develop technical and soft skills to become an adviser with full responsibility for his client base as he gradually steps back over the next few years.

About the Role

We offer a committed paraplanner the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and play a key part in delivering our high-quality service to our clients. We can enable your success and empower you to take responsibility for more complex financial planning decisions and client relationships as you progress.

We can offer a competitive salary and bonus with considerable increases in remuneration as the partner steps back.

Additional Information

We offer hybrid working once established; however, the nature of the role, training and colleague liaison requires easy access to the office.

Tailored training

programme with study supportEssential Criteria

Demonstrable experience in a paraplanning / technical role within financial planning or wealth managementChartered Financial Planner statusUnderstand the regulatory framework, ethics and principles of the advice processUnrestricted rights to work in the UKDesirable Criteria

The role would suit a positive and energetic paraplanner with an empathetic approach, comfortable developing trusting client relationships, working with initiative and taking responsibility.

Company Information

Westminster Wealth Management is a privately owned Chartered Financial Planners providing expert financial advice to a wide range of clients, including private individuals, companies, trusts and charities. This role is within a small team headed by our most successful partner, with a demonstrable track record of providing career opportunities.

Please view our website for more information about our company and philosophy.

NO AGENCIES PLEASE

We are using Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.

Keywords Paraplanner, Assistant Financial Planner, Junior Financial Planner, Junior Adviser, Trainee Adviser, Chartered Financial Planner, Financial Planning, Financial Advice, Wealth Management

JOB TYPE

Work Day:Full Time

Employment type:Permanent Job

Salary:Negotiable

JOB REQUIREMENTS

Minimal experience:Unspecified