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Paraplanner to Advisor Opportunity

2 months ago

Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Description

Paraplanner to Advisor Opportunity

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisor. This is an excellent opportunity for a qualified Paraplanner to transition into a Financial Advisor role and take their career to the next level.

About the Role:

As a Paraplanner to Advisor, you will be responsible for providing high-quality financial planning and advice to clients. Your primary duties will include:

  • Preparing and presenting financial plans to clients
  • Conducting annual reviews and updating client plans as needed
  • Writing suitability letters and updating templates
  • Developing and maintaining client-facing materials
  • Liaising with clients to provide technical replies and support
  • Transacting and managing client accounts on various platforms

Requirements:

To be successful in this role, you will need:

  • A diploma in financial planning or a related field
  • At least 3 years of experience in a financial planning or wealth management firm
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About Us:

We are a professional and award-winning Financial Advice firm with a strong reputation in the industry. We offer a supportive and collaborative work environment, with opportunities for professional development and growth.

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced Paraplanner looking to take your career to the next level, we encourage you to apply for this exciting opportunity.