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Paraplanner/Trainee IFA

Posted 6 March by JohnstonGreer Ended

Paraplanner/Trainee IFA

£24,000 to £30,000 plus bonus and benefits

This well-established wealth management firm provides bespoke advice across the full range of financial planning. Due to recent growth plans, a unique opportunity has arisen for a well-qualified Paraplanner to work alongside the Company Director with a view to becoming a fully qualified Advisor.

You will initially provide full technical support dealing with valuations, illustrations, research, reports and provider liaison whilst over time taking on a more advice driven role and ultimately making the transition to Independent Financial Advisor.

Applicants must have experience of working in an IFA environment and have excellent communication skills. This is a rare opportunity and the firm offers a range of benefits including exam support to acquire Chartered level.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Financial Advice
  • Paraplanning
  • Pensions
  • IFA
  • Paraplanner

Reference: 34616311

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