Join a reputable Independent Financial Advice firm with over 25 years of history in Uxbridge. Our client offers comprehensive financial services, including Pensions, Investments, Tax Planning, IHT, Mortgages, and some Protections to high-net-worth clients in London and the surrounding areas. Their services also include Wills, Trusts, and Estate planning to support inter-generational wealth management.
The firm serves clients with investable assets ranging from £500k to several million, including city professionals, business owners, and retirees. Due to the recent promotion of a team member, they are now seeking a Paraplanner who aspires to transition into an Advisor role.
Key Highlights
- Work alongside an experienced Advisor with a 20-year legacy, who is preparing for retirement and eager to mentor a Paraplanner into an Advisory role.
- Receive structured support and training, with opportunities to attend client meetings, take notes, and actively participate in the product selection and recommendation process.
- Ideal for those who enjoy the technical side of Paraplanning but prefer not to develop a client base from scratch. A clear path to becoming an Advisor with an established client portfolio.
Requirements:
- Level 4 Diploma qualified or near completion.
- Hybrid working model with part office, part home-based setup.
- Full study support for chartered qualifications.
This is a rare opportunity for a Paraplanner who values holistic wealth management and client-focused advisory services.
If you are interested, please contact Jo at Financial Divisions via email Joanna Clark.