Job Description
Overview: You aspire to become a financial planner but recognize the need for further preparation. You seek a clear career development plan with a supportive employer who can guide your progression from an administrator or paraplanner to a financial planner within approximately two years. This company has successfully developed professionals in this role before and offers a structured pathway to achieve your goals.
Initial Role: Starting as an administrator or paraplanner, you will work closely with a senior planner who will help unlock your potential while supporting their daily activities. Over time, you will develop into a planner, gradually taking on client responsibilities, including managing clients with portfolios typically ranging from £250,000 to £1 million.
Compensation and Benefits: The salary is up to £45,000, with potential increases as your career progresses, complemented by a company bonus scheme. The benefits package includes private medical insurance, share options scheme, pension and DIS, 25 days holiday plus bank holidays, employee volunteering opportunities, comprehensive support for qualifications and personal development with flexible study leave, and hybrid working arrangements post-probation.
Company Culture: The firm is modern and vibrant, with a younger leadership team that values energy and ambition. It fosters a collaborative environment where learning from others is encouraged, and being in the office is preferred for those who thrive on social interaction.
Requirements: Candidates should have at least two years of experience in a financial planning firm, likely as an administrator or paraplanner, with some exams completed and an ambition to achieve Chartered status. The role suits energetic team players who value collaboration and enjoy learning through interaction.
Application: If you're seeking more than vague promises, click apply. No up-to-date CV? No problem; they can assist later. Everyone will receive a response.
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