Associate Adviser
Associate Adviser
Ready to take your career to the next level? We're offering a unique opportunity for a Senior Paraplanner to become a Financial Advisor, working directly with our Lead Director to craft holistic financial plans for HNW/UHNW clients. As you develop your skills and knowledge, you'll transition into a Financial Adviser role, managing your own portfolio of HNW clients.
Salary: Up to £55,000
We are a distinguished Chartered Financial Planning firm. Our client-centric approach and cutting-edge cash flow modelling ensure financial clarity and success.
Your Role:
- Conduct in-depth client reviews
- Prepare detailed reports and market research
- Collaborate with our expert team
- Stay updated on market trends and global financial landscapes
- Implement cash flow modelling and lifestyle planning
- Attend and contribute to client meetings
What We're Looking For:
- Exceptional report writing and analytical abilities
- Strong client interaction skills
- Experience with cutting-edge financial tools and methodologies
- Level 4 Diploma qualified with a willingness to achieve Chartered status
If you're an experienced paraplanner excited about becoming a Financial Adviser, we want to hear from you! Apply today to discuss this exciting opportunity in depth.
Reference: 53121771
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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