ParaPlanner (Pathway to Chartered Adviser Status) Guildford £40,000 to £50,000 + Benefits

ParaPlanner (Pathway to Chartered Adviser Status)Guildford £40,000 to £50,000 + Exceptional BenefitsThis privately owned, Chartered wealth management firm has built an exceptional reputation advising high net worth (HNW) and ultra-high net worth private clients (UHNW), families, trusts, and businesses across London and the South East. It is a business that has grown consistently and deliberately, guided by a leadership team with a clear vision and the experience to execute it. Having worked closely with this firm over a number of years and placed several professionals within it, we understand its culture, its standards and precisely the kind of person who thrives here.The Directors are now looking to bring in an ambitious and technically capable paraplanner who has decided, with conviction, that financial advice is the career they want to build. This is genuine paraplanning role with guaranteed support from the management team. There is a structured and genuine commitment to developing the right candidate into a fully qualified chartered financial adviser, including support through to Competent Adviser Status (CAS) and unwavering encouragement to pursue Chartered examinations in due course.In the meantime, you will be doing work that categorically prepares you for that transition. You will attend client meetings alongside experienced senior advisers, gaining direct exposure to households with investable assets ranging from £500,000 to £30 million. You will write suitability ..... full job details .....