Paraplanner - Route to Financial Advisor - Ascot - Hybrid - £40-45k plus

Financial Divisions

Ascot

Paraplanner - Route to becoming Financial AdvisorOption for Hybrid Working

My client is a well-established Independent Financial Advice firm with offices based in Ascot. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across Berkshire and Thames Valley region. They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.

They have a 25-year history in financial planning in the local area and have an established book of clients that continues to grow organically. Typical clients have from £500k upwards of investable assets, through to those with serval million. Clients range from city professionals, owner managers of SME businesses, accumulators and those that are at and post-retirement. They are now looking for a Paraplanner that seeks a clear route through to becoming and Adviser, due to the recent promotion of the current incumbent into and Adviser role... More Detail

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