Trainee Financial Planner - CF30 and clients provided

3 days left

Recruiter
MB Fitzgerald
Location
City Of London, London
Salary
45000.0000
Posted
22 Jul 2017
Closes
21 Aug 2017
Contract Type
Permanent
Hours
Full Time

An excellent opportunity has arisen within a top 50 Accountancy Practice for an experienced Paraplanner looking to be fast tracked into an Advisory role.

The role will initially be focused on Paraplanning, attending client meetings and shadowing a top performing consultant with development leading into a Wealth Management position.

You will be given full CF30 sign off on joining the business and will be provided with a full established client bank within 6-12 months This well respected business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life -

The successful candidate will be qualified to Diploma level as a minimum and will ideally working towards Chartered level. 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.