ParaPlanner (Wealth Management) Route to Advisor

Paraplanner (Wealth Management) Route to Advisor

City of London (Hybrid)

50,000 to 60,000 DOE + Pension + 23 Holiday Days + Training + Progression

Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in the London Wealth Management industry?

Do you want the opportunity to grow your financial advisory knowledge, be part of a close-knit team and be part of the journey of the business to grow in the next 5 years and be a contributing team member and the opportunity to grow your career?

On offer is the opportunity to join a growing and developing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.

In this role you will assist the advisers. This will involve; data entry, submitting applications, drafting reports, conducting research, and client administration. You will have the opportunity to join the advisors on client meetings. The business encourages promotions from within. They will also support you with gaining any exams you may want to sit after a probationary period.

The ideal candidate will be RO4 Qualified and has worked in wealth management and wants to widen their industry knowledge. You will have experience in pensions, ISA, trusts, and investments and working closely as a team and closely with the advisors.

THE ROLE:

• Providing paraplanning support for advisors
• Report writing, conduct research, presentation preparation.
• Build relationships with clients.
• Attend client meetings if required.

THE PERSON:

• Paraplanner RO4 Qualified
  • People with this qualification with all levels of practical experience are welcome to apply.
• Working in fast paced and growing environment
• Commutable distance to City of London
• Team player

Key words: IFA, Administrator, Paraplanner, financial advisory, administration, clients, RO4, Pension, ISA, Data, City of London.

Reference Number: BBBH16321

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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