Trainee Paraplanner

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2292_1583827334

  • Published:

    7 months ago

  • Expiry date:

    2020-04-09

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with an established and Chartered Financial Planners to recruit a Trainee Paraplanner. The client are well known and they have a an excellent reputation in the area, they are a very successful company.

They are now seeking to recruit a Trainee Paraplanner to join their friendly team, they are looking for an experienced IFA Administrator or Trainee Paraplanner that is looking for the next step in their career or a Junior/Trainee Paraplanner. The role will be to provide support to the firms Senior Paraplanner and Financial Planner, you will be required to undertake low level paraplanning duties but will be provided with full on the job training and support.

You will ideally have a few market exams, although not essential. You should have a keen interest in Financial planning and will want to study towards the Diploma in Financial Planning.

In return, the client is offering a basic salary to £30,000, full training, support and help with market exams. You will also have the opportunity to further progress within the business as it continues to grow.