Full Time Salary: £25,000 to £30,000
South Financial Services
Our clients a long-established successful IFA based in Essex.
They are looking for a Trainee Paraplanner to join the existing sales support team and as part of the team help support and service the Independent Financial Advisers.
Duties will include product research, completing reason why letters assisting with report writing and collating client reports.
Candidates must be or progressing towards Level 4 Diploma and have had some working knowledge of the Paraplanning process.
They must also have experience as a senior sales support working within and IFA or financial adviser business and be looking to progress to become a Paraplanner.
This is excellent opportunity to work in a successful IFA which offers full support for your exams and career development.
This would suit a team player who has excellent attention to detail who is looking for a role with genuine career progression towards Paraplanning.