Paraplanner - Trainee Financial Planner

  • Location

    Stafford, Staffordshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £40000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald Recruitment are currently working with a professional firm of Financial Planner's 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 company are busy with new client enquiries coming in regularly and initially, your role will be to assist the existing IFA's with research and report writing support.

After around 12-18 months, once ready, you will then start to learn the adviser role, sitting in and taking part in client meetings before being handed your own clients to work with.

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

This a fantastic opportunity to join an ambitious organisation at an exciting time of their development. On offer is a generous salary, negotiable depending on experience and qualifications, as well as full support towards advanced qualifications.