Job Description
- Trainee Adviser/Paraplanner Vacancy
- Actively seeking someone who wants to be advising in 2 - 3 years
- £35k - £40k basic salary plus bonuses
- Periodic pay rises and 100% route to being signed off as an adviser
- Reigate offices - Boutique financial planning business
My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+.
They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified.
You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills.
Please contact Peter Fozard at Financial Divisions.
