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Are you an accomplished Paraplanner looking to step into a client facing role with a route to becoming a Financial Advisor?
We are working with a highly regarded in Nottingham that offers a great culture and a supportive environment. They are looking for an Associate Wealth Manager, a role ideal for an accomplished paraplanner ready to take the next step in their career.
Role Highlights:
* Strong knowledge and understanding of financial planning required.
* Clear career direction and ambition.
* Opportunity to be client-facing if desired.
* Supporting senior advisors through note-taking, report writing, and attending client meetings.
* Must be confident and able to “hold themselves” in client meetings, in particular with HNW individuals.
* Study leave and strong study support.
* Clear pathway for career development within the firm.
This role is perfect for a paraplanner who wants to step up, gain more client-facing experience, and continue progressing in a supportive, modern environment.
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