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Financial Advisor Career Progression Opportunity
2 months ago
Are you a skilled and passionate paraplanner looking to take the next step in your career? Our client is seeking a talented individual to join their team as a Servicing Financial Advisor.
About the RoleThis exciting opportunity 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.
Key Responsibilities- Collaborate with advisers to craft recommendations
- Conduct thorough research and analysis of products and providers
- Continually explore investment funds
- Review contracts and maintain meticulous records
- Conduct annual reviews for valued clients
To thrive in this role, you'll need at least 2 years plus experience as a paraplanner, along with a Level 4 Diploma. 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.
What We OfferIn return for your expertise and dedication, our client offers a competitive salary, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment.
