Paraplanner/Trainee Financial Adviser – London
£45,000 to £60,000, plus benefits and bonus
My client is a wealth management firm based in London and they offer private client advice to high net worth and ultra-high net worth clients across the UK and abroad. They have an exceptionally strong brand and more than 5,000 clients who trust their advice.
They have an opening in their successful team for a hybrid Senior Paraplanner/Financial Planner to join the business and not only do a Paraplanner role, which would involve writing suitability reports, research etc but the role will also involve you providing ongoing financial advice to the clients via the telephone, email and moving forward some face-to-face meetings.
This is an exciting opportunity for a Paraplanner who wants to develop themselves and progress into a Financial Planner/Adviser role with an established wealth management firm.
• Write the financial advice portion of new business suitability reports, which focuses on the suitability of defined contribution pension transfers while prioritising the client’s long-term goals.
• Provide ongoing financial advice to the growing client base covering a broad range of topics (pension, investments, lifetime allowance, tax-efficient case flow strategies and later life planning.
• Level 4 qualified – Diploma in Financial Planning/Advice
• Level 6 – Chartered qualified would be an advantage
Don’t delay! Apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.