A truly exceptional opportunity is available in the Norwich area for an experienced qualified Paraplanner, for someone who would like to continue Paraplanning whilst training to become a fully qualified, CAS Independent Financial Advisor, servicing the companies existing HNW loyal client base. It is looking for a Paraplanner / Trainee Financial Advisor

A very friendly, pleasant working environment, where no pressure is applied, you can become a Financial Advisor at your own pace, with the very best on-going training from the Chartered Financial Planners. A comprehensive package is available for the right person, including exam support, bonus, a generous base, and a comprehensive benefits package.

It specialises in providing truly unique and bespoke advice to their private and corporate clients. Having a highly successful joint financial planning and legal venture, they ensure they provide only the highest standard of advice on the market to its clients.

A fantastic opportunity for an experienced Paraplanner to join a small and tight knit and friendly team. You will be liaising with clients directly and be directly involved in discussions on the financial well-being of all clients. Due to continued growth, there is also a defined plan to progress, for the right candidate, it is looking for a Paraplanner who would like to qualify and move into a full Independent Financial Advisor role, as there is a full book of clients available

What’s needed for me to be considered?

  • Proven experience Paraplanning position.
  • Level 4 Diploma qualified
  • Experience working within an IFA.
  • Desire and motivation to move into a full IFA role

The Paraplanning, Trainee Advisor position provides a very comprehensive overall package, competitive base, comprehensive benefits, exam support and the opportunity to move into a full Financial Advisory position, obtaining CAS and advising an existing book of clients

APPLY TODAY for further details, an opportunity to good to overlook. Alternatively, please call Robert at PB Recruitment ASAP

Tagged as: Accounting/Financial/Insurance

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