Paraplanner / Trainee Financial Planner

Recruiter
MB Fitzgerald
Location
Englefield
Posted
12 Jan 2018
Closes
18 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A boutique financial advisers based in Reading currently seeks to appoint a new Paraplanner/Trainee Adviser to join their well respected team. The role will initially be focused on Paraplanning, attending client meetings and shadowing a top performing consultant with gradual development leading into a Wealth Management position. You will be given full CF30 sign off on joining the business.

This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care.

The successful candidate will be qualified to Diploma level as a minimum and will ideally be near to their Chartered status. 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