Paraplanner / Trainee IFA

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:


  • Salary:

    £30000 - £35000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Startdate:


  • Consultant:


MB Fitzgerald Recruitment are currently working with a national firm of Independent Financial Planners who specialise in providing holistic financial advice to HNW individuals. The business are currently looking to grow and as such there is a fantastic opportunity for a Paraplanner to join the business and train as a Financial Planner.

We are looking for an experienced, Diploma qualified Paraplanner who can hit the ground running. The role will be to shadow a senior Financial Adviser who will provide you with ongoing training and guidance, you will also be required to provide Paraplanning support.

After around 12 months, once ready, you will then start to transition into a full Financial Adviser role. You will be provided with clients from the Senior Financial Adviser and will provided with access to the firms professional introducers and leads.

Candidates must be experienced Paraplanners, qualified to level 4 Diploma as a minimum. You should have a high level of technical knowledge. You must also be an excellent communicator, capable of building close relationships with HNW clients.

This is an excellent opportunity to join a well known, national firm who are offering a genuinely existing opportunity. You will be provided with a competitive basic salary plus bonus and company benefits, you will be supported for all market exams.