Trainee IFA/Paraplanner

Recruiter
DMD Recruitment LTD
Location
Farringdon
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our clients are a long established successful IFA. Due to expansion an opportunity has arisen for a Paraplanner to join the existing support team. The role will be to initially provide full technical and Paraplanning support to the team of IFA's in the London Office and work along side the existing support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research, report writing and cash flow modelling. This will then progress to a senior position and then to an IFA. Candidates must have experience as a Paraplanner and wish to progress in the future to become an IFA. Candidates will have financial services level 4 diploma or be close to completing this. This would suit Paraplanner looking for a role with a clear career path to become an IFA within 18 to 24 months.