Job Location : London, UK
Are you an experienced Paraplanner ready to take the next step into a client-facing advisory role? Our client, a leading Fintech firm specialising in bespoke financial advice for Ultra-High Net Worth (UHNW) clients, offers a rare opportunity to fast-track your career.This role is ideal for ambitious individuals with a first-class academic background, significant experience in a Paraplanning capacity, and exposure to UHNW clients. With a clear pathway to becoming a Financial Planner within 12-24 months, this is your chance to join a dynamic, forward-thinking organisation dedicated to excellence.About the Company
Our client is an award-winning Fintech firm renowned for their cutting-edge approach to financial planning and commitment to exceptional client service. Operating in a flexible and collaborative environment, they combine innovation and expertise to deliver tailored solutions to some of the UK’s wealthiest individuals and families.
Role Overview
As a Trainee Financial Planner, you will work closely with senior advisors, gaining hands-on experience in delivering bespoke financial advice to UHNW clients. This role offers a unique opportunity to transition into a full advisory position within a structured and supportive framework.
Key Responsibilities
What We’re Looking For
Benefits
Ready to Take the Next Step?
If you’re an accomplished Paraplanner eager to transition into a client-facing advisory role, this opportunity offers unparalleled growth potential in a supportive and dynamic setting.
Salary : 50000 - 60000
Apply Now!