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.