Senior Paraplanner / Trainee Advisor

Job Title: Senior Paraplanner / Trainee Advisor
Contract Type: Permanent
Location: West Sussex, England
Salary: £35000 - £400000.00 per annum + Benefits, bonus + study support
Reference: BBBH6054_1565358942
Contact Name: Chloe Emmerson
Contact Email:
Job Published: August 09, 2019 14:55

Job Description

Senior Paraplanner / Trainee adviser - £40k
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 progress into an IFA with the support of the Senior Financial Planner.

  1. we are looking for a Senior Paraplanner who wants to progress to a Junior or Trainee adviser, preferably someone that is happy to continue paraplanning initially for 12 months.
    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.
    The client is 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 Dip PFS 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.

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