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 Associate Paraplanner £30,000 - £40,000  

You will be provided with comprehensive training program to become either a Senior Paraplanner or Financial Adviser. The program will be tailored to your knowledge and enthusiasm for personal development. You will spend your formative years developing your Paraplanning skills, followed by 12 months of transition to a Senior Paraplanner or Financial Adviser role. The duration may vary based on previous experience, demonstrating your commitment to personalised career development.

Develop to Diploma then 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.
• Experience working in an IFA firm
• Knowledge of financial products and regulations would be beneficial.