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

Paraplanner to Adviser to manage circa £500k of recurring fee income
Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen them consistently grow organically year on year.

The board have no intention of selling the businessto an asset building third party and will conduct an MBO when it is their time to retire.

So, in these uncertain times, unusually, they can offer a secure future for someone that is looking to stay independent and be client centric, rather than focusing onbuilding up AUM for third party owners to benefit from.

The role will be working alongside their highest billing Financial Adviser, who is looking to retire within the next couple of years.

They are looking for a Chartered Paraplanner that ultimately would like to become a Financial Adviser.

From day one, youwill attend all client meetings with the outgoing Financial Adviser, so you can build up meaningful relationships with their loyal client bank, many of which have become friends, so they are very keen that this is a seamless hand over.

This is an excellent opportunity for someone that wants a clear path to becoming an Adviser, with dedicated support and mentoring.

Once you become an Adviser, the role will be fully supported in terms of dedicated Financial Administration and Paraplanningsupport, along with a Compliance function that look to support their Advisers to provide the best sloutuons for clients, rather than become a block to the advice process.

You will be provided with excellent mentoring from this high billing Adviser, who will help cover any skills gaps, to get you up to speed within a time frame that you are both comfortable with.

The main focus on advice is around pensions, investments, IHTand trust planning, working with a broad range of HNW clients.

Salary and bonus will increase as you take on more responsibilities and the role also offers a high degree of flexibility to work part office part home based.