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

plus Bonus (high earning recurring income), hybrid working

Due to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Senior Paraplanner looking for an opportunity to move quickly towards Financial Adviser.

Having built close andpersonal relationships and due to the increase in enquiries, the existing Adviser is very keen to provide his clients with a proper handover as reputation is very important within this firm.

Opportunity Highlights

Opportunity to take over an existing number of clients with high earning recurring income.
Extensive Client interaction providing a quality service to all Clients is key.
Full involvement at Client meetings from the offset
Transition to Adviser at your pace of development and these existing Clients will be passed to you at this point.
Clients include Retirees, Accumulators, and high earning City Professionals
Advice is focussed on investments, pensions, protection, trusts and estate planning.
Opportunity to be hybrid.
Excellent opportunity to a Diploma Qualified Paraplanner with c 5 years wealth management experience to move into an Advisory role with strong support and a mentoring programme.
Support and training will be provided for new technical areas of knowledge encountered.

If you are looking to make your transition to Adviser quickly with a top city based professional firm send your CV to Camilla Howden or call me to discuss this role in more detail.