MB Fitzgerald are currently working with a trusted client in Kenilworth who are looking to add a professional, intelligent individual with the desire to progress within Financial Planning. The business is a whole of market IFA practice who are well established in the area.
We are looking for candidates who are keen to work within Financial Planning and can show a specific interest in the industry. This is an ideal opportunity to get training at a respected firm who have a history of providing training and development to their staff. The role will start as an Administrator position but training will be provided on more technical matters including Paraplanning when the candidate is ready.
Candidates will also be fully supported with progression towards the Diploma Financial Planning.
Candidates MUST either have previous work experience within a Financial Services environment or a recent graduate with a 2:1 or first class and looking to start a career in financial planning.
Candidates who can express knowledge of Pensions and Investments, or those who have started to study for CII Diploma exams will be preferred.