Job Details

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. Youand#39;ll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career.

Youand#39;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
• Proactively identify and pursue new business opportunities
• Progress into a fully client-facing Financial Advisor role over time

Requirements

• Minimum Level 4 Diploma in Financial Planning
• Proven experience in a paraplanning role
• Strong desire to transition into a Financial Advisor position
• Excellent communication and relationship-building skills
• Proactive approach to business development
• Full UK driving licence and access to your own vehicle

Whatand#39;s on Offer

• Clear and supported career progression into Financial Advice
• Access to an existing client bank
• Ongoing professional development and training
• Competitive salary and benefits package

If youand#39;re ready to take the next step in your financial services career and build your own client base with full support, weand#39;d love to hear from you.

Please send your CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.