Hybrid Working - Offices in North west London, Middlesex
My client is a reputable Middlesex-based independent financial advice company with premises close to North West London. They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections. Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
They have been providing financial planning services in the area for 25 years, and their clientele is well-established and still expanding on its own. Regular clientele range in size from those with investable assets of £500k to several million. Among their clientele are professionals working in cities, owners and managers of small enterprises, accumulators, and people approaching or having retired.
Since the current incumbent was just promoted into an adviser post, they are now searching for a paraplanner who is looking for a clear path to become an adviser. This role will appeal to paraplanners who appreciate providing comprehensive, all-encompassing wealth management advice and genuinely working with the client’s best interests in mind. It is appropriate for paraplanners who are interested in the servicing and technical aspects of the profession.
This role will appeal to paraplanners who appreciate providing comprehensive, all-encompassing wealth management advice and genuinely working with the client’s best interests in mind. It is appropriate for paraplanners who are interested in the servicing and technical aspects of the profession. Working with an experienced advisor who has amassed a client portfolio over the past 20 years will be an added benefit. This adviser wants to mentor a paraplanner who wants to become an adviser so they may pass on their clients to them as they prepare to retire in the coming years. They will offer structured one-on-one assistance and instruction, and once you’re at ease, they’ll encourage you to attend client meetings, taking thorough notes before you participate fully.
This is a unique chance for someone who appreciates the technical side of paraplanning but isn’t excited about the idea of starting from scratch as an adviser in order to build a client bank. Our customer would want to chat with you if you are sitting for your final exams this year or if you have a level 4 diploma.
The position also offers the benefit of being both home-based and partially office-based, with complete study support available to you should you choose to pursue your chartered qualifications.
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If this role sounds of interest, please contact Sam Negbenebor at Financial Divisions.