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...