Paraplanner Trainee from an IFA - Sutton

Coast Specialist Recruitment
Sutton, Surrey
18 Jun 2017
18 Jul 2017
Contract Type
Full Time

Trainee Paraplanner - Graduate


Our client, a well established and growing IFA practice is looking for a Graduate with ideally between six months and 2 years experience within Financial Services to join their team. You will be working alongside a Paraplanner, IFAs and company directors. You will be given exposure to interesting and complicated pensions and investment cases.

Our client deals with HNW individuals and businesses. You should have a relevant business, mathematical or science degree and have some exposure to technical financial services work. You will be dealing with research, report writing and compliance. You will be given training and support towards the Diploma in Financial Planning.

This will suit somebody that wants to progress to an IFA role or work as a career Paraplanner. This is a rare and exciting opportunity. You should be a team player who is well spoken and articulate as well as analytical.

NB: the candidate will consider candidates with A level education if they have progression towards Diploma Qualification