Associate Paraplanner

On offer is not just a job but a career within the Wealth Management profession entering the industry as an Associate Paraplanner.  A Prestigious IFA with over 25 years experience servicing HNW and UHNW clients within the NHS is looking to develop the next generation of talent.    

Salary for a Trainee Paraplanner £25,000 - £32,000

You will be provided with comprehensive 5-year training program to become either a Senior Paraplanner or Financial Adviser. For those new to the industry, the program involves 4 years of developing you Paraplanning skills, followed by 12 months of transition to a Senior or Financial Adviser role. The duration may vary based on previous experience, demonstrating their commitment to personalised career development.

Career Pathway: Choose between a technical Paraplanner role or transition towards becoming a Financial Adviser, aligning with your career aspirations.

Professional Development: Immerse yourself in a journey towards Chartered status, supported by their commitment to ongoing professional growth and excellence. Exams fully paid for, and study days off provided.

Responsibilities:

• Skill Development: Engage in a structured training program to develop Paraplanning skills, including writing in-depth suitability reports for NHS clients.
• Collaboration: Work closely with a Chartered Financial Adviser and Chartered Paraplanner, participating in Annual Review reports and direct client interactions to understand and address their financial requirements.
• Mentorship: Receive ongoing mentorship and full study support, including paid exams and study leave, to achieve CII Chartered level certification.
• Client Focus: Contribute to maintaining a distinguished client book cultivated over 25 years through referrals, reflecting the trust and reputation built by the Advisers.

Support System:

• Experienced Team: Join a team backed by two season Chartered Financial Advisers a dedicated Technical Administrator, and a Chartered Paraplanner, fostering a collaborative and growth-oriented environment.

Community Culture:

• Team Bonding: Embrace a friendly work culture where team bonding extends beyond office hours, fostering a vibrant social dynamic among colleagues.
• Networking: Participate in networking opportunities within the financial industry to broaden your professional connections.

Qualifications and Experience:

• Demonstrate an aptitude for learning and the ability to build relationships.
• Knowledge of financial products and regulations would be beneficial.