We’re working with a well-established, boutique financial planning practice based near Bordon who are looking to recruit an IFA Administrator / Trainee Paraplanner to join their growing team.
This is an excellent entry-level opportunity for a motivated graduate looking to begin a career in the financial planning industry, or for someone with a small amount of financial services experience who is ready to take the next step in their career.
The firm has a strong reputation for delivering high-quality financial advice and an equally impressive track record for developing their staff. They provide first-class training and support, and have successfully progressed individuals from this role into both Paraplanning and Financial Adviser positions.
You will work alongside a friendly and experienced team, supporting Financial Advisers with administrative tasks, preparing client documentation and assisting with research and reports as your knowledge develops.
The company will also provide full study support towards the Diploma in Financial Planning, helping you gain the qualifications needed to progress your career within the profession.
The Role:
- Provide administrative support to Financial Advisers and Paraplanners
- Prepare and maintain client records and documentation
- Assist with research and report preparation as your knowledge develops
- Liaise with clients and providers in a professional and efficient manner
- Support colleagues with day-to-day operations within a busy financial planning team
What’s on Offer:
- Salary up to £26,000 (with some flexibility depending on experience)
- Bonus and company benefits
- Full support for professional qualifications (Diploma in Financial Planning)
- Genuine career progression into Paraplanning or Financial Advice
- A supportive, close-knit working environment within a reputable boutique firm
If you’re enthusiastic about developing a long-term career within financial planning and want to join a firm that truly invests in its people, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
