Are you an experienced paraplanner looking to transition to a Financial Advisor role?
We are seeking a dedicated Trainee Financial Advisor to work closely with our advisor, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE and hybrid working, including the opportunity to work from home.
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.
As a Paraplanner, you will provide technical planning support to their financial advisers.
This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.
Our client is looking for an experienced Paralegal to join their fast-paced team on a permanent basis.
The ideal candidate will have previous experience within a Commercial Property Department to be able to easily take on the role from day one, alongside full training on internal systems and procedures.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.