Technical Consultant - Trainee Financial Planner Scheme.

  • Location

    Altrincham, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £25000 - £32000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


We are currently working with a leading Financial Planing business with head offices in the North-West to recruit an experienced, Junior Paraplanner to join their Financial Planning division in a Technical Consultant role. This is a scheme where successful candidates will move into a Financial Planner role in the future and your training will be aimed at developing skill which will help you in the Advisory position.

You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Technical Consultant you will work closely with the Advisers and a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.

To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Junior Paraplanner capacity. Candidates will ideally hold their Diploma Financial Planning or will be within one or two exams.

You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress into a Financial Adviser role within 3 years or so.