Senior Paraplanner

Trainee Financial Advisor - Stockport, North West England

Ref: 1616Tuesday 9 July 2024

Up to £55,000

Ready to take your career to the next level? We're offering a unique opportunity for a Senior Paraplanner to become a Financial Advisor, working directly with our Lead Director to craft holistic financial plans for HNW/UHNW clients. As you develop your skills and knowledge, you'll transition into a Financial Adviser role, managing your own portfolio of HNW clients.

Salary: Up to £55,000

We are a distinguished Chartered Financial Planning firm. Our client-centric approach and cutting-edge cash flow modelling ensure financial clarity and success.

Your Role:

  • Conduct in-depth client reviews
  • Prepare detailed reports and market research
  • Collaborate with our expert team
  • Stay updated on market trends and global financial landscapes
  • Implement cash flow modelling and lifestyle planning
  • Attend and contribute to client meetings

 

 What We're Looking For:

 

  • Exceptional report writing and analytical abilities
  • Strong client interaction skills
  • Experience with cutting-edge financial tools and methodologies
  • Level 4 Diploma qualified with a willingness to achieve Chartered status

If you're an experienced paraplanner excited about becoming a Financial Adviser, we want to hear from you! Apply today to discuss this exciting opportunity in depth.

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