Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals. The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team. This role offers a unique opportunity for progression into a full advisory position in a relatively short period of time, with a clear pathway and support to help you achieve this.
The Role:
In this role you will work closely with one of the firm's most successful and senior Financial Planners, who has built a robust client base and is now managing a full portfolio. In the initial stages, the role will focus on providing technical support, such as preparing reports, conducting research, and supporting the adviser in client meetings. However, the role offers significant progression opportunities, as you will gradually begin to take on some of the clients, allowing you to develop your own portfolio under the guidance of an experienced adviser and progression into a full Financial Adviser role.
Key aspects of the role include:
1. Assisting in the creation of bespoke financial plans and advice strategies for high-net-worth clients
2. Conducting detailed research
3. Preparing ...