Experienced Paraplanner with Adviser Progression - City of London, United Kingdom - Westminster Wealth Management

Westminster Wealth Management
Westminster Wealth Management
Verified Company
City of London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?
Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status?


We have a rare opportunity to carve out a meaningful career within a small, close-knit, dynamic team within a large, privately owned IFA firm.


Opportunity


We are a small successful, entrepreneurial team seeking a committed individual with a passion for financial planning and a genuine desire to build their expertise.


Working closely with one of our most successful partners and his team, you will be heavily involved in the advice process, working with wealthy clients.


About the Role


We offer the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and play a key part in delivering our high-quality service to our clients.

We can enable your success and empower you to take responsibilityfor more complex financial planning and client relationships as you progress.

We can offer a competitive salary and bonus with considerable increases in remuneration.


Essential Criteria

  • Demonstrable experience in a paraplanning / technical role in financial planning or wealth management and have previously shadowed a licensed adviser, including attending client meetings.
  • Diploma in Financial Planning Level 4 status and some progress made towards Chartered status.
  • Understand the regulatory framework, ethics and principles of the advice process
  • Unrestricted rights to work in the UK

Desirable Criteria


The role would suit a positive, energetic paraplanner with an empathetic approach and excellent organisational skills who is comfortable developing trusting client relationships, working with initiative and taking responsibility.

Progress with Advanced papers Level 6 is desirable


Salary & Benefits

  • Basic salary: £55000 to £70,000
  • Bonus: OTE £65,000 to £75,000
  • Holiday: 25 days
  • Private Health Care
  • Death in Service
  • Pension

Additional Information


We offer hybrid working once established; however, the nature of the role, training and colleague liaison requires easy access to the office.

We have a tailored training programme with study support to Chartered Financial Planner status.


Company Information


Westminster Wealth Management is a privately owned Chartered Financial Planners providing expert financial advice to a wide range of clients, including private individuals, companies, trusts and charities.

This role is within a small team headed by our mostsuccessful partner, with a demonstrable track record of providing career opportunities.

Please view our website for more information about our company and philosophy.


Keywords:
Paraplanner, Senior Paraplanner, Assistant Financial Planner, Associate Financial Planner, Financial Planning, Financial Advice, Wealth Management. Trainee Adviser


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