Paraplanner to Adviser

2 weeks ago


London, United Kingdom Financial Divisions Full time

I am recruiting for a fantastic new Opportunity, with a well-established, growing independent Chartered wealth management practice, with a strong footprint in the industry and looking to continue to grow the business and require an ambitious, qualified,and experienced technical Paraplanner who would like to progress to an Adviser within 2 years.

My client is looking for an experienced Paraplanner who would like to transition into an Adviser. Supporting the Director with suitability reports, attending client meetings and getting to know the clients so these relationships will be embedded when youtransition into a Financial Adviser. Full mentoring and support provided by well established, successful Chartered Adviser.

You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role where you will be preparing annual reviews, cash flow modelling and research andrecommendations. You will attend client meetings so you can become more familiar with clients/processes, and slowly take on more responsibilities with clients and conduct annual reviews and complete fact finds independently.



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