The purpose of this role is to work towards independent provision of financial planning to private clients, while ensuring a smooth delivery of an excellent client service. To assist Pacem’s Financial Advisers in managing a portfolio of clients, preparation and delivery of financial planning and regulated advice. This role will be perfect for an ambitious individual who is currently working in a Paraplanning role and wishes to pursue a career as a Senior Financial Adviser.
Pacem is a boutique Financial Planning & Accountancy business. We have a very close relationship with our clients and team, and enjoy a welcoming atmosphere. Our focus is to give clients time, money and peace of mind. Pacem focuses on working with small to medium sized business owners to provide a coordinated financial plan to provide for both their personal and business needs.
Initial 12 months
The individual will work as a Trainee Financial Adviser where they will shadow the existing Advisers of Pacem to develop their knowledge on financial planning, including our cashflow process. They will also spend time learning our investment philosophy.
The individual will mentor Senior Financial Advisers by attending client meetings, as well as helping to prepare financial plans for clients.
The individual will be given the opportunity to complete their Level 6 Chartered status via NextGen Planners if they haven’t already done so.
By the end of Year 1, the individual will become an Associate Financial Adviser, managing their own bank of clients.
Aspiration for the individual to become a Senior Financial Adviser involved in the long-term growth and development of Pacem.
Full support provided by Pacem to complete Level 6 status via NextGen Planners.
Based at 478 Castlereagh Road Belfast with flexible working arrangements, working at home, working in the office and visiting clients at their home or business. Flexibility required to meet clients outside of normal working hours on occasion.
Apply to Lyn McMaster (email@example.com) with your CV and a covering letter explain your interest and suitability for the role.
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