We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm.
This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!
You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful paraplanning team in assisting the Financial Planners of the business.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
The part of the team has been working remotely across the UK for the last couple of years so training and onboarding is well established for a smooth transition.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RAM status.
General
Structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems
This role is for those who are looking to be fully supported by a firm to become a fully fledged, and experienced, mortgage broker.
If you want a competitive salary whilst being genuinely support, this may be for you!
This firm has a history of taking those with the right work ethic through a training programme who come out on the other side as client focussed brokers, with the drive and know-how to help their clients.
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Plus: bonus and benefits package hybrid working Overtime (time and a half) (Realistic OTE £50k)
My client are a Chartered independent wealth planning firm in West Sussex who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
They have 500 clients in their current setup with on average £1m of assets to invest per client.
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
King & Chasemore in Crawley offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems