Trainee Paraplanner – Buckinghamshire

recruitukltd Salary: £28,000 - £34,000

My client is a boutique IFA with an office in North London; they opened 34 years ago with a view to provide independent financial advice to the local community.  They have built an excellent reputation, have grown significantly off the back of referrals and are now in need of additional office support to continue to provide the high level of service that their clients have become accustomed to.

Their ideal candidate will be a current IFA administrator or paraplanner.  The role holder will support two key Advisors with the preparation of client reports, report writing and editing and research.  To be successful in the role the candidate will need to have good knowledge of Investments and Pensions as well as an understanding of MiFID II and it’s requirements.

This is a progressive role that could lead to an office manager position and a fully qualified paraplanner role.  My client is looking for someone working towards the diploma in financial planning with ambition to take on responsibilities and improve their knowledge and experience.

My client is keen to help someone eventually reach level 6 to become chartered and in the process will pay a competitive salary as well as assist with study costs and support.

If you are interested in finding out more about this role, please contact Louise Sheppard at Recruit UK Ltd on 0117_917_0411 or forward your CV.

Quote reference 12270

To apply for this job email your details to