Junior / Trainee Paraplanner - Private Clients

Posted 7 March by IPS Group Easy Apply

This well regarded financial services specialist is looking to hire a junior or trainee level Paraplanner to join their Birmingham city centre based office.

This role is responsible for the provision of technical support to Consultants and their teams to enable the Consultants to deliver their role in a technically competent, compliant and efficient way. This provides the best possible outcome for the client and to protect the interests of the business.

The successful candidate will possess proven experience gained within an IFA or equivalent environment focused on holistic financial planning for private clients. You will need exposure to pensions, investment and protection, and will need to be able to evidence examples of undertaking previous simple paraplanning tasks.

Candidates will have achieved their Certificate in Financial Planning or equivalent, and will be actively working towards Level 4 Diploma in Financial Planning/Regulated Financial Planning or equivalent.

Required skills

  • IFA
  • sales support
  • paraplanner
  • Diploma
  • trainee
  • Level 4
  • FPC
  • regulated
  • CertFP

Reference: 34627200

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