Job Description
Paraplanner (Progression to Financial Advisor)
Armagh Area
Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within.
The Opportunity
Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career.
You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business.
Key Responsibilities
Provide high-quality paraplanning support to financial advisors
Assist in the preparation of financial plans and client recommendations
Manage and develop relationships with an existing base of warm clients
Proactivel...
Armagh Area
Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within.
The Opportunity
Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career.
You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business.
Key Responsibilities
Provide high-quality paraplanning support to financial advisors
Assist in the preparation of financial plans and client recommendations
Manage and develop relationships with an existing base of warm clients
Proactivel...