Paraplanner to Adviser - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the Industry and looking to continue to grow the business and require an ambitious, qualified and experiencedtechnical Paraplanner who would like to progress to an Adviser within 2 years.

My client is looking for an experienced Paraplanner who would like to transition into an Adviser. Supporting the Director with suitability reports, attending client meetings and getting to know the clients. Clients will be given to you when you are readyto become an Adviser, full mentoring and support provided.

You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning.

This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modellingand research and recommendations.

You will be attending client meetings and as you become more familiar with clients/process, you will take on more responsibilities with clients and conduct annual reviews and complete fact finds independently.