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We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford. They are now looking for a motivated, approachable individual to train within the paraplanning team.This is a really exciting time to join the company due to the business' recent and ongoing growth. They do not need to do marketing as clients are introduced via referrals as they have such a strong reputation. You will have the opportunity to attend client meetings with colleagues, 1 on 1 training, support Planners in the business, and provide support to HNW clients.Benefits:
- Flexible hours, standard are 9am - 5pm
- Ongoing professional development and training
- Free onsite parking
- Support with exams to CII Level 4 and then Chartered
- 28 days holiday
- Pension: 5% ee & 5% er
- Discretionary bonus
- After probation period: DIS x 8, a group PHI scheme and Private Medical Insurance
- Progression within the company
What’s needed to be considered for this Trainee Paraplanner position?
- Experience in working within an IFA or Wealth practice
- Working towards the Level 4 Diploma qualified
- Motivated and proactive
- Clear and professional communication skills
What's next?
Apply today to be considered for this Trainee Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning, IFA Admin, Client Service
