Financial Adviser / Senior Paraplanner

Financial Adviser / Senior Paraplanner

Job Title: Financial Adviser / Senior Paraplanner
Contract Type: Permanent
Location: Hampshire, England
Salary: £35000.00 - £45000.00 per annum
Start Date: asap
Reference: BBBH5645_1554721827
Contact Name: Financial Services
Contact Email:
Job Published: April 08, 2019 12:10

Job Description

We are recruiting for a rare opportunity that is working within a HNW IFA. We are recruiting for a Junior Adviser / Trainee Adviser

This role is a truly amazing opportunity to inherit a 100% of a book of business from the current Managing Director.
Ideally we are looking for a Junior or Trainee adviser, preferably someone that has come up via a para planning. This role to start with will consist of a mixture of advising and shadowing the MD on client appointments, with also working on complex Paraplanning projects to bulk out the working week whilst training.
The book of clients to pass over will be an orderly handover over 6 -12 months resulting in around 100 clients being moved initially and then
the following year another block of clients will move across, and there is a share of the new work that comes in via recommendations from our existing client bank.

We are also on a growth drive and since January and we have had a very steady stream of new business, which we all tend to share between us all.

In summary we want someone who: Is DipPFS and working towards Chartered or already Chartered
Technically sound, especially in pensions and investment markets
Excited by the use of cashflow modelling software
Looking for a long term career where there are management opportunities.

We are looking to speak to potential candidates over the phone and review CVS asap. Please can you apply on the Dynamite Recruitment website or call Chloe on 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.