Paraplanner/Junior Financial Planner
Generous remuneration, excellent career development opportunities, full study support
I am pleased to be engaged by an award-winning boutique but growing Chartered Financial Planning practice with modern offices in the centre of Chester to assist with the appointment of a Junior Financial Adviser due to growth within the business.
The successful applicant will play an instrumental role, working closely with a Director/Chartered Financial Planner, in assisting with the provision of holistic Financial Planning advice to individuals, businesses and trustees. They will be responsible for product research and suitability report writing in the initial stages, but will also be managing client relationships and attending meetings with the Adviser to further develop their soft advisory skills.
This position will be well-suited to Paraplanner, with strong technical skills and expertise, determined to progress into a client facing role. Whilst you don't have to be advising at present, you need the confidence to pursue a client facing role in the future.
It is a fantastic opportunity to be part of a friendly and supportive team, whilst working towards becoming a fully-fledged Financial Planner and being guided and developed by a highly experienced, knowledgeable and qualified Financial Planner.
Please note in order for your application to be considered you will be close to obtaining, if you aren't already fully qualified to, Diploma in Regulated Financial Planning. Full assistance, guidance and sponsorship will be provided towards further studies and obtaining CF30 and SPS status.
If you meet the criteria and would like to find out more, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or firstname.lastname@example.org. All calls and correspondence will be treated in the strictest confidence. Alternatively, I can also be contacted via LinkedIn.
If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.