Are you Para planning but with no option to become an advisor or an existing advisor who is happy with the idea of a proposition that does not involve face to face advice on a day to day basis.? Then this is the role for you!
Our client is based in the City and looking to recruit Financial Analysts who provide the advice plan and take ownership of the advice provided for their HNW clients.
Level 4 qualified
1-5 years’ experience as a Para planner/senior Para planner/junior advisor
You should have above average Pension experience specific to the following is preferred:
Occupational Money Purchase Schemes
Protected Tax Free Lump Sums
Guaranteed Annuity Rates
Guaranteed Minimum Pension
Investment bond advice
IHT planning and trusts
There is a structured training programme with offsite CPD to ensure all advisors stay up to date with industry changes.
£40k base plus bonus. Expected salary for someone doing a good job is £50k first year.
There is scope to increase/decrease the above based on experience..