Financial Divisions
Paraplanner
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Trainee Financial Adviser
Career defining opportunity for an ambitious candidate
Advising in 12 – 18 months with CAS signed off
£40k - £50k basic salary plus benefits
Boutique IFA Chartered IFA firm
My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years. They provide financial advice to high-net-worth private individuals, families, trusts, and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level.
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The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT, and other topics. You will do cash flow modelling and attend clients with one of the Senior Advisers.
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This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension, and entry into a BUPA scheme.
Please get in touch for a confidential discussion - peter@financialdivisions.co.uk
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