Trainee Paraplanner

  • Location

    Coventry, West Midlands

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £28000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Trainee Paraplanner - Growing Coventry based IFA practice - Salary negotiable

MB Fitgzerald are currently working with a busy IFA practice in Coventry who are looking to continue with their growth plans in 2020.

The company are looking for a Trainee Paraplanner/ Report Writer to complement their existing support team. Candidates must have some previous suitability report writing experience but you do not need to be the finished article. You should ideally be Diploma qualified or studying towards this. You must have a good knowledge of all financial services products including Pensions and Investments.

The successful candidate will be responsible for providing full support for the company's financial adviser's. There will be administrative duties as well as low level Paraplanning responsibility, working alongside Senior Paraplanners in order to gain further experience. As it is only a small business, we are looking for a hard working individual happy to help out where they are needed.

Based just outside of Coventry, this role would suit somebody local or somebody with access to their own car. Salary on this role is dependent on experience and qualifications, plus benefits including support towards further qualifications. The role is full time and office based, with an early finish on a Friday.