Want a bit more freedom to work from home?
Looking for a route to becoming a Financial Planner?
Looking for some more interesting work to do other than the same bog standard reports every day?
Well here is the chance to do every one of these things.
My client deals with high net worth clients (to give you an idea £35m of the funds is with roughly 25 clients).
This means that you’ll be dealing with a lot of Estate Planning and Inheritance tax planning, plus VCT’s and EIS’s working closely with the MD.
The MD is getting to the stage where he will be starting to wind down in the next few years, so the opportunity presents itself for you to become a Financial Planner and take over from him.
But if this isn’t for you that is absolutely fine, they would be equally as comfortable with someone wanting to be a career paraplanner.
Somebody working from home the vast majority works for them. As long as you’re in the office once a week they don’t mind where you work.
You will also benefit from working a ten-minute walk from the coast in really lovely surroundings, so when you do go over there you can go down to the pier and grab your lunch and take in that fresh sea air.
Want to find out more? Call me on 07595 320 972 or email [email protected]