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Trainee IFA/Paraplanner, Croydon

Full Time   Salary: Salary to £45k plus Bens & Bonus

London   Financial Services

 

Our client is a successful wealth management business with corporate and private clients based throughout the UK. Due to expansion they are looking for a trainee IFA to join the existing team. The role will be an office-based position and your primary duty is to offer an Independent holistic retirement planning service to existing clients. Candidates must have the full diploma level 4 in financial planning or be close to completing this and a good understanding of pensions and retirement planning. Candidates must have experience of working as a paraplanner or junior consultant within an IFA, Bank or Financial Advisory Business and have excellent interpersonal skills. This would suit a proactive and professional paraplanner looking for an opportunity to become an IFA.  The role offers full admin support. This is an excellent opportunity to join a well-established business that offers a basic salary, all client leads and a proven history of developing paraplanners to advisers.

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