Trainee Paraplanner

  • Location

    Altrincham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £24000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3189_1637585885

  • Published:

    9 days ago

  • Expiry date:

    2021-12-22

  • Consultant:

    David Everingham

Trainee Paraplanner - Altrincham - Salary up to £23,500 (Potentially negotiable) plus company benefits

MB Fitzgerald Recruitment are currently working with a firm of Financial Planners based in Altrincham to help them recruit a Trainee Paraplanner for their growing team.

The company are well established, with several offices across the North-West, a solid base of HNW clients and an ambitious business plan targeting more growth over the coming years. Because of this, it's a very exciting opportunity to be joining such a company.

The role

  • You'll be tasked with learning all aspects of the Paraplanner role
  • Study towards your Level 4 Diploma Financial Advice
  • You will be supporting the highly qualified and experienced Paraplanning Team with tasks such as; Obtaining policy information, generating illustrations, report writing (training available), etc

What we are looking for:

  • Candidates should have previous experience of working within Financial Planning; ideally an IFA or SJP Partnership as an administrator for 2 years+
  • You should have started your studies towards the Diploma
  • You should be a strong communicator, well presented and have a solid educational background

On Offer:

  • Basic salary, negotiable up to around £23,500
  • Hours are 8-4 (flexible)
  • Office based role to ensure you get the benefits of the supportive training environment
  • Pension & Benefits
  • 25 days holiday + birthday