Trainee Paraplanner

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £27000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    2 months ago

  • Expiry date:


  • Consultant:


Trainee Paraplanner - Edgbaston, West Midlands - Salary negotiable depending on experience and qualifications

MB Fitzgerald Recruitment are currently working with a well established firm of Independent Financial Advisers based in the West Midlands who are looking to hire a Research Assistant (Trainee Paraplanner) for their team.

The role will be working alongside an experienced Paraplanning & Administration team to provide a first class service to the Financial Advisers and their clients. Your role will be a mix of IFA Adminstration duties (such as new business processing, LOA's, obtaining policy information etc) and Junior Paraplanner duties, which training can be provided on.

The company are looking for a candidate who has a good level of experience of working within an IFA practice as an Administrator. You must have a sound knowledge of financial services products including Pensions and Investments and ideally you will have started studying towards the Diploma Financial Planning.

This is a vacancy with a genuine opportunity to progress within a well established IFA business. The company can provide on the job training as well as support towards your studies. On offer is a competitive salary and benefits package which is negotiable depending on the level of experience of the applicant.