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Financial Planning Associate
2 months ago
Exciting Opportunity for a Paraplanner - Financial Divisions
Our client, a distinguished financial advisory firm, is renowned for delivering exceptional guidance in areas such as Pensions, Investments, Retirement Strategies, Tax Optimization, Inheritance Tax, Trust Management, Mortgage Solutions, and various Protection services across the UK. With a dedicated team of approximately 12 professionals, including 6 Advisers, they cater to a diverse clientele ranging from retirees to city professionals and business owners, managing assets from £200k to several million.
The Managing Director is introducing a new position for a Paraplanner who is either diploma qualified or nearing completion. In this role, you will collaborate closely with the Advisers and report to a Paraplanning Lead. You will have the opportunity to participate in client meetings and engage with complex cases involving clients with significant investment portfolios.
This firm is committed to fostering career development and offers a clear pathway for those aspiring to become Financial Planners. As the business continues to grow through referrals and recommendations, there is a genuine opportunity for promising candidates to transition into advisory roles.
Key benefits of this position include:
- Competitive salary ranging from £40k to £45k, based on experience.
- Comprehensive benefits package including 25 days of annual leave, dental coverage, hybrid working options, and pension contributions.
- Initial office-based work with the flexibility to work from home two days a week after establishing your role.
This is a secure and rewarding opportunity for the right candidate. For further information regarding this role or other positions available, please reach out to Financial Divisions.
