Are you an experienced Paraplanner looking to join a long established IFA, that would offer progression to become an Independent Financial Adviser?
Our client company is a long established, medium sized Independent Financial & Mortgage Advisory providing advice to their new and existing clients. They have built a successful business with high levels of client retention through focusing on providing personal, quality and tailored advice to each client. They are now looking to recruit a Paraplanner to support their team of Independent Financial Advisers.
Roles and responsibilities
As a Paraplanner, you will be supporting their team of Financial Advisers with undertaking research of products from the whole of the market; preparing suitability reports and be required to interpret data obtained by the Advisers during client meetings.
Training & Development
In addition, as part of your role of working closely with their Financial Advisers, you will learn how to provide quality financial planning. For the right individual, there would be progression available to transition into a Trainee Financial Adviser role; whereby you would be assisted in achieving circa £10m FuM.
Requirements to be considered
In order to be considered for this role, you should have 2 years paraplanning experience. Plus you should be qualified in Level 4 Diploma in Financial Advice or close to achieving it.
- Salary of £24,000 - £30,000
- Working from their office in Chatham, Kent
- Opportunity to progress into a Trainee Independent Financial Adviser through shadowing your experienced colleagues
- Directly authorised firm
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
- Financial Planning
- Financial Services