Trainee Financial Planner - CF30 and clients provided

Posted 3 September by MB Fitzgerald
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An excellent opportunity has arisen within a top 50 Accountancy Practice for an experienced Paraplanner looking to be fast tracked into an Advisory role.

The role will initially be focused on Paraplanning, attending client meetings and shadowing a top performing consultant with development leading into a Wealth Management position.

You will be given full CF30 sign off on joining the business and will be provided with a full established client bank within 6-12 months This well respected business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life -

The successful candidate will be qualified to Diploma level as a minimum and will ideally working towards Chartered level. A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into an Advisory position.

Reference: 24426581

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