Financial Divisions
Paraplanner/Associate Adviser
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About the Role
If you are a Paraplanner who wants to be a Financial Adviser, this role can make it happen.
Training starts on day one, with your week split between paraplanning and working as a trainee adviser, and you will start building your own client relationships straight away through the firm's dormant clients.
The firm is independent, Chartered and ambitious. It sits between the large consolidators and smaller practices, with access to advanced tools usually reserved for the biggest firms. It is backed by a director who has built several highly successful financial planning businesses, and you will learn from experienced Chartered Financial Planners along the way.
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Requirements
You will need the Level 4 Diploma, paraplanning experience, drive, good people skills, and the maturity to work with clients early on.
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Work Arrangement
Hybrid or remote, with hubs in Bristol, Surrey, London EC4 and Oxfordshire.
Contact Information
For a confidential conversation, call Leigh Jones on 07970 915696 or email leigh@financialdivisions.co.uk.
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