Trainee Paraplanner

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2261_1578394596

  • Published:

    over 1 year ago

  • Expiry date:

    2020-02-06

  • Startdate:

    ASAP

  • Consultant:

    #

Our client is a well-respected financial planning business with offices in Cheltenham. This organisation provides financial advice to HNW and UHNW private clients.

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 capacity or similar. 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.