Total 1 job vacancies by Apex Wealth Management Llp

Join us as a Paraplanner in a structured financial advisory environment where you will build a strong foundation in wealth planning, client advisory, and financial strategy support. This role is designed for individuals who are keen to develop a long-term career in the finance industry, with clear training and progression pathways towards client-facing and managerial positions.

No prior experience is required as structured training, coaching, and mentorship will be provided to support your professional development and certification journey.

Job Responsibilities

• Support client acquisition and onboarding processes
• Assist in wealth accumulation and protection planning
• Prepare and support financial planning recommendations and proposals
• Maintain and develop long-term client relationships
• Work closely with managers during advisory discussions and fieldwork sessions

We Provide

• Coaching and support to complete 4 basic certifications and required advisory classes
• Structured exposure to real financial planning processes with experienced managers
• On-the-job training through joint fieldwork sessions
• Mentorship programme with clear progression to managerial roles within 2 years
• Supportive environment with work-life balance

Requirements

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Detail-oriented with a strong sense of responsibility
• Positive attitude and willingness to learn
• Strong interest in financial planning and advisory work