£40K/yr to £50K/yr
Colchester, England
Permanent, Variable

PARAPLANNER TO ADVISER (with Client Portfolio provided) - Colchester - C £40/50k plus...

Posted by Financial Divisions.

plus excellent career enhancing role, transition into Advice as quickly as you can

Exceptional opportunity for a Diploma Qualified Paraplanner now ready to make the move into Advice. Our Client is a multi-award-winning boutique wealth management firm who take pride in providing impartial advice to private Clients, the Families and Corporates and are looking to offer this opportunity to a professional and dynamic individual ready to take on this challenge

Opportunity Highlights

  • *Excellent career move for an experience Diploma Qualified Paraplanner to gain CAS and step quickly into an Adviser role
  • *Full Client facing role with a full mentoring programme to achieve your personal goal
  • *Once settled in you will be provided with c 150 Clients which will increase
  • *Working with volume lower value/ high volume Clients
  • *This is an opportunity to service Clients and develop your skillset quickly
  • *The role will initially be office based with the opportunity to be home based
  • *Nice list of benefits including study towards chartered status, Bonus, DIS, generous holidays, pension

Please contact Camilla Howden to register your interest.

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