Financial Adviser/Paraplanner

Accountancy Divisions ,
London, Greater London
Job Type: Full-time
Salary: £50,000 per annum

Overview

Financial Adviser/Paraplanner London Salary: £50k commission We are currently recruiting for a boutique, City based Wealth Management firm, that are actively looking for a Financial Advisor to take over an existing client bank, due to one of their Advisors relocating. The MD is very well connected within the City and has a very good network of professional introducers, so is the main business developer for the firm and will keep your diary topped up with new appointments. They work in a very team centric manner, whereby an Advisor and Paraplanner attend each client meeting together and then post the meeting, present the clients details back to the team, so they can help identify the best possible course of action for the client moving forward. If you are looking for a role where you will gain excellent on the job training and support to improve your Advisory skills, then this would be an excellent move for you. It also has the added advantage of a well-established client bank that you will take over from day one, so you won’t be wasting time with ineffective business develop strategies and tasks. Please send your CV to Ursula Sloan at Financial Divisions