Paraplanner / Trainee Financial Planner

Recruiter
MB Fitzgerald
Location
Guildford
Salary
From £45,000 to £45,000 per annum Plus bonus + benefits
Posted
04 Aug 2017
Expires
18 Aug 2017
Sector
Accounting
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. This job was originally posted as www.totaljobs.com/job/75301676

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