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Trainee Paraplanner - Ipswich - Up to £35,000Our partner who has a strong presence in East Anglia (offices in both Norwich and Ipswich) are looking for an trainee Paraplanner to help provide technical support for a director based in Ipswich. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management.
What’s needed from you?
- Previous Experience working within an IFA
- Paraplanning/technical support experience
- Experience of client servicing/IFA administration duties
- Level 4 Diploma qualified or working towards
What we can offer
- 5% Enrolment pension
- Group income protection
- Group life cover
- PMI
- 24 days holiday + bank holidays (Increasing after 1, 2 5, 10 years service)
- Flexible working with some days from home
- Wellness programme + Cycle to work scheme
What 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 prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Trainee Paraplanner, IFA Support, Financial Planner, IFA Administrator, IFA Admin, Office Manager, Para-planner, wealth management, IFA, financial planning, financial advice, financial adviser, financial advisor, wealth planner, client services, client support, client delivery, practice manager, technical support, CISI, CII, LIBF, DipFA, DipPFS
