Trainee Financial Planner

Posted 28 March by MB Fitzgerald Easy Apply

A leading international financial services organisation currently requires a highly quality Paraplanner to work closely along side their Head of Financial Planning with a view to moving into an advisory role within 12-18 months.

You will be required to provide full holistic technical support to HNW in-house company executives in both the UK and internationally. The role will initially be focused on Paraplanning, attending client meetings and shadowing the Director with development leading into CF30 position with clients provided.

The successful candidate will be qualified to Diploma level as a minimum and will ideally have a strong pensions and investments focussed background (AF3 an advantage but not essential. A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career.

On offer is a highly competitive salary and first class benefits package worth well over 50k along with the opportunity to work for a leading brand name within the industry.

Reference: 28330148

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