Paraplanner / Trainee Financial Adviser

  • Location

    Essex, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2781_1612882461

  • Published:

    3 months ago

  • Expiry date:

    2021-03-11

  • Consultant:

    #

We are currently working with well known IFA based in Essex, to recruit a hybrid Paraplanner/Trainee Adviser.

With links to a well established accountancy practice and also a recent business acquisition of another client bank, this role has become available for a Paraplanner who is currently undertaking low level advisory duties, or who is now looking to take the next step in their career.

As well as providing holistic financial planning advice to UK clients, this organisation also work with UK non dom's and conduct specialist tax planning.

Although this role will be based within a busy and vibrant office, you will be working within a small team and therefore personality is key. Applicants should be professional, well presented and outgoing.

Successful candidates will have achieved the Diploma in Financial Planning. You will also be considered if within two exams.

An excellent opportunity to forward your career within a well respected business who will offer fantastic earnings potentials.

Package to £50,000 + Bonus & Benefits