Paraplanner route to Servicing Financial Advisor Position
Career Progression - Study Support , Supportive culture, Great Opportunity
Office Based
Are you ready to take the next step in your career as a paraplanner? Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You’ll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients.
To thrive in this role as a Servicing Financial Advisor you’ll need at least 2 years plus experience as a paraplanner, along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.
In return for your expertise and dedication, our client offers a competitive salary, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment. Don’t let this fantastic opportunity pass you by! Take the next step in your financial planning career and apply today.
For a confidential discussion about this exciting Servicing Financial Advisor opportunity, please contact Sam at Financial Divisions