Paraplanner to Adviser - London, United Kingdom - Financial Divisions

Tom O´Connor

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Tom O´Connor

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Description

My Client, based in Watford has enjoyed a very successful history and is in an enviable position of having more business than they can handle.

With an excellent reputation both with Clients and Providers, they are now looking to offer this opportunity toan experienced Paraplanner looking to make to transition to Adviser with the ability to build longstanding Client relationships.

Opportunity Highlights

  • Excellent opportunity to progress your career at your own pace.
  • Great mentoring by established experienced team of professionals
  • Established book of existing loyal Clients provided.
  • Clients include private Clients, entrepreneurial individuals, accumulators, and retirees.
  • Advice is given across pensions, investments, protection.
  • Commission structure provided to reward on each success.
  • This is a relationship building role built on referrals and recommendations.
  • Business is a warm, friendly professional environment without the hard sales.

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