Trainee Paraplanner - Yeovil

Recruit UK
West Camel
11 Jan 2018
16 Feb 2018
Contract Type
Full Time

Do you have IFA/Wealth Management Administration experience? Have you been waiting for the opportunity to progress into Paraplanning? This is a great time to join a company that will allow you to grow as a vital part of a successful firm.

Their Management structure comprises industry leaders who recognise that their people are essential in delivering their excellent level of customer service. You will be encouraged and supported to unlock your true potential, building fulfilling rewarding life long career pathways.

As a trainee paraplanner you will provided training by company management to be able to review, analyse and prepare compliant financial plans for clients as part of a paraplanning team.

You will be supported by a dynamic administration team enabling you to focus offering clients the experience they deserve from working with a client lead wealth management company.

You will receive a competitive salary up to £28k and benefits package as well as opportunities for career progression to match your career aims and ambitions.

You will need IFA administration experience and at the least have ambitions to complete the level 4 diploma in financial planning.

For more information on this role, please contact Keely Parsons at Recruit UK on 01179-170417, quote ref 12145