Ready to take your career to the next level? We're offering a unique opportunity for a Senior Paraplanner to become a Financial Advisor, working directly with our Lead Director to craft holistic financial plans for HNW/UHNW clients. As you develop your skills and knowledge, you'll transition into a Financial Adviser role, managing your own portfolio of HNW clients.
Salary: Up to £55,000
We are a distinguished Chartered Financial Planning firm. Our client-centric approach and cutting-edge cash flow modelling ensure financial clarity and success.
Your Role:
- Conduct in-depth client reviews
- Prepare detailed reports and market research
- Collaborate with our expert team
- Stay updated on market trends and global financial landscapes
- Implement cash flow modelling and lifestyle planning
- Attend and contribute to client meetings
What We're Looking For:
- Exceptional report writing and analytical abilities
- Strong client interaction skills
- Experience with cutting-edge financial tools and methodologies
- Level 4 Diploma qualified with a willingness to achieve Chartered status
If you're an experienced paraplanner excited about becoming a Financial Adviser, we want to hear from you! Apply today to discuss this exciting opportunity in depth.