Trainee Paraplanner

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £19000 - £24000 per annum + bonus, benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    12 months ago

  • Expiry date:


  • Consultant:


Trainee Paraplanner - Home Based, Midlands - Fast growing Wealth Planning business - Salary negotiable plus Benefits and Bonus - Study Support

MB Fitzgerald Recruitment are currently working on a home based Trainee Paraplanner role working for a Midlands based firm of Financial Planners who are ready to continue their growth plans, having recently acquired a new client bank.

The business are looking for a determined, hard working individual who is keen to learn and ready to try their hand at anything. We are looking for a well educated individual with some experience of working within a firm of Financial Advisers, ideally having started studies towards the Diploma Financial Planning.

The role will involve all aspects of financial services administration and you will learn Paraplanning duties such as report writing and fund research. The company have had success recruiting existing members of staff in a Trainee Paraplanner role and hope to find a candidate that they can teach their way of working.

The staff have been working from home full time since lockdown and it is working extremely well therefore they have agreed to make this a permanent arrangement. Because of this we are looking for a self motivated individual with the capability to work from home.