Paraplanner/ Trainee Financial Adviser

  • Location

    Leicester, Leicestershire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £27000 - £37000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2200_1574785031

  • Published:

    11 months ago

  • Expiry date:

    2019-12-26

  • Consultant:

    #

Due to expansion, our client is currently seeking an experienced Paraplanner to join their well established Wealth Management team. A truly holistic IFA that specialise in providing pensions and investments advice to high net worth individuals. This company believe in progression and development, therefore the successful candidate will be working on a one to one basis with a top performing advisor performing duties such as: attending client meetings, preparing suitability letters, conducting research as well as shadowing the Advisor to learn the Wealth Management role. There will also be the opportunity to advise your own 'smaller' client bank after a designated period. Candidates should hold their Diploma in Financial Planning although those within one or two exams may be considered as long as they show commitment to study for this.