Trainee Paraplanner

  • Location

    Nantwich, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £30000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1959_1565706426

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-12

  • Consultant:

    #

Our client is a well respected financial planning business with offices in Nantwich. This organisation provide financial advice to private clients across the UK.

Their current requirement is for a Trainee Paraplanner to join the business to provide support to a team of Senior Paraplanners and Financial Advisers.

You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Trainee Paraplanner you will work closely with a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.

To be considered for this opportunity you should have previous experience within a financial planning administration or Trainee Paraplanner capacity. Candidates will have ideally started their CII exams although this is not a necessity. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.