Paraplanner Route to Adviser - City - £47k-£52k - bonus and study support
Our client is one the leading Chartered Wealth Management firms in the UK and we have worked closely with them for over 10 years, placing nearly 40 people with them in that time. They have grown organically consistently, more than trebling the size of the business. Due to the recent promotion of a Senor Paraplanner we placed with them, who is now going to be taking over the clients from the retiring Adviser they have been supporting, they are now looking for a diploma qualified level 4 Paraplanner to put on the same path We always describe this client in one word "career" so if you are looking for just another job, then please do not apply. You will be working closely with high billing Advisers, providing end to end Paraplanning support and once you are up to speed, you will be attending meetings with clients that come into their very impressive and newly refurbished City based office. You will also take an active part in the product research and recommendation meetings with the clients and ideally presenting the Voyant cashflow modelling back to clients at follow up meetings. If you have gained some basic exposure to cashflow modelling, our client is happy to train you up, so you feel confident in presenting this back to clientsThe role has the added advantage of being supported by a Paraplanning Manager who is one of the most technically competent Paraplanners that we have not only worked with, but help secure their current role at this firm. Full on the job training and ..... full job details .....
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