Associate Wealth Manager/Paraplanner – Nottingham - Up to £50,000
Are you an accomplished Paraplanner looking to step into a client facing role with a route to becoming a Financial Advisor?
We are working with a highly regarded in Nottingham that offers a great culture and a supportive environment. They are looking for an Associate Wealth Manager/paraplanner, a role ideal for an accomplished paraplanner ready to take the next step in their career.
Role Highlights:
*Strong knowledge and understanding of financial planning required.
*Clear career direction and ambition.
*Opportunity to be client-facing if desired.
*Supporting senior advisors through note-taking, report writing, and attending client meetings.
*Must be confident and able to "hold themselves" in client meetings, in particular with HNW individuals.
What do you need to succeed?
*You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum, and ideally working towards CII Level 6 or equivalent
*Previous experience as a Paraplanner.
*Strong understanding of financial planning principles, tax wrappers, pensions, and investments.
*Excellent attention to detail.
*Strong communication skills, with the ability to build relationships with colleagues and clients.
*Confident using financial planning software
*Organised, proactive, and able to manage multiple priorities in a dynamic environment.
Career Progression & Benefits:
*Full study support towards further exams and Chartered.
*Route towards Advice and sitting in on client meetings with Advisers.
*25 days holiday + bank holidays
*PMI, DIS, Dental Cover
*Group life cover
*8% pension contribution
*Cycle to work scheme
*Gym Discounts + More!
This role is perfect for a paraplanner who wants to step up, gain more client-facing experience, and continue progressing in a supportive, modern environment.
What next?
Apply today to be considered for this associate wealth manager/paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice
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