Assistant Consultant / Trainee Paraplanner

  • Location


  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    To £30,000 plus bonus + benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


We are working with a boutique Financial Planners based out of Amersham who currently have a requirement for and Associate Consultant to work alongside one of their Senior Financial planner on a 1-2-1 basis. As an Associate Consultant, you will work closely with the Senior Planner and be the main point of contact for their HNW client bank. You will provide a full support service as well as undertaking some lower level paraplanning duties. My client is seeking a candidate who sees financial planing as their career with the expectation being for the candidate to progress steadily through the ranks to Financial Planner status. To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Junior Paraplanner capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future. A unique opportunity for a candidate on the upward curve of their career seeking a route to Paraplanner level.