We are very excited to be partnering with a prestigious London top 40 accountancy practice that is recruiting for an ambitious Paraplanner / Trainee Financial Adviser within its established financial services division.
Despite the current pandemic, this directly authorised firm is fortunate enough to be expanding significantly, which has resulted in the need for an additional Paraplanner / Trainee Financial Advisor to deal with increased client demand.
This business has over 6,000 accountancy clients, as well as circa 3,000 portfolio landlord clients.
The majority of the clients are High Net Worth business owners, many of whom require complex advice. This company’s proposition is ‘all encompassing’ and whilst it offers standard advice, it also does a great deal of work within complex areas such as DB pensions, Family SIIP’s, SSAS’s, EIS’s, VCT’s, as well as Mortgages and Estate Planning. As such, there are many potential income streams to exploit.
This firm fully embraces sophisticated technology and you will have all the tools you need to work remotely. The Head Office is in the City, but there will be very little need for you to attend the office, allowing you to base yourself remotely from home.
It is essential that you have previous Paraplanning experience and that you are Level 4 qualified. Given the nature of this company’s work, will must have had exposure to a diverse range of business and you will be technically proficient. You will also have the desire to become a Financial Adviser, demonstrating first-class client management skills and an entrepreneurial approach.
Financial Advisers within this business are writing between £20K - £25K per month in initial advice fees and generating substantial ongoing advice fees, which refreshingly count towards bonus validation. With Financial Advisers in this firm earning basic salaries of up to £60K, and having all their clients provided, this presents a terrific opportunity for a Trainee Financial Adviser!
You will be rewarded with a starting salary of up to £35K together with a range of company benefits.
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