Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets. As part of their commitment to comprehensive financial planning, they also offer Wills, Trusts, and Estate work, focusing on inter-generational planning.
The role as financial administrator involves supporting an experienced Financial Adviser and a Paraplanner who have built a strong client portfolio over the last two decades. The current Paraplanner aspires to become an Adviser within the next two years, creating an opportunity for you to step into a Paraplanner role with structured training and hands-on support. You will have the chance to attend client meetings, take detailed notes, and participate in product selection and recommendation processes.
This position is ideal for those who have experience in wealth management administration and are seeking a long-term career progression from Financial Administrator to Paraplanner, with the potential to become a Financial Adviser in the future. The firm provides full study support and training, including study materials, exam fees, and time for study, to help you achieve your diploma in financial planning qualifications.
If you’re ready to take the next step in your career with a firm that offers flexibility, a supportive environment, and a clear path to advancement, we encourage you to apply. For more information or to express your interest in this Financial Administrator role, please contact Joanna Clark.