Ipswich
Disc bonus, Group Life 3 x, Income Protection 3x, PMI, 6% Emp Pen Contr, CII Memb, exam entry and study material paid for and study leave…phew…lot there…
Are you a paraplanner who has been told that you will become a Financial Planner within a certain amount of time but this just hasn’t materlised as yet?
Do I have the opportunity for you.
You will take on a book of 50 clients that will be passed over to you as soon as you are ready to advise.
If qualified, you will be doing paraplanning initially and be trained to deal with clients in the meantime with the hope of you being solely advising within one year…yes one year.
More opportunities will present themselves at the firm with another Financial Planner looking to retire next year, which will create more opportunities. You will have the support of the Directors and other Financial Planners, 3 of whom are Chartered Financial Planners.
If you aren’t quite Diploma yet that isn’t a problem, you can paraplan until such a time that you are ready to take the clients on as a Financial Planner.
Interested?
First of all don’t worry if you don’t have a CV, we can sort that out later.
Call me on 07595 320 972 for a chat about the role (we like to chat) or email [email protected] so we can have a chat through and decide together whether this is a role that could work for you.