Paraplanner / Trainee Financial Planner

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    To £55,000 plus bonus + benefits

  • Contact:

    Ben Holmes

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


 A prestigious financial adviser based in the West-End of London currently seeks to appoint a new Paraplanner/Trainee Adviser to join their well respected team. The role will initially be focused on Paraplanning, attending client meetings and shadowing a top performing consultant with gradual development leading into a Wealth Management position.  You will be given full CF30 sign off on joining the business. This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care. The successful candidate will be qualified to Diploma level as a minimum and will ideally be near to their Chartered status. A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into an advisory position.