Trainee Paraplanner - Cheltenham
James Phillip Financial recruitment are working with one of the countries top brokers, looking to take on a trainee Paraplanner.
You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Trainee Paraplanner you will work closely with a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.
To be considered for this opportunity you will have previous experience (2 years) within either a Senior IFA Support or compliance assistant capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous.
Excellent company benefits and career progression.
Salary £23k - £26k with bonus potential.
Please forward your CV to James Rapley for further discussion.