Trainee Paraplanner
- Recruiter
- MB Fitzgerald
- Location
- Grangetown, Cardiff
- Salary
- £25,000 per annum
- Posted
- 25 Mar 2019
- Closes
- 31 Mar 2019
- Ref
- 1095047374
- Job role
- Accountant
- Sector
- Accounting - Public practice
We are currently working with a Chartered Financial Planning organisation who are looking to recruit a Trainee Paraplanner to join their offices in Cardiff. You will work alongside a team of Financial Planners that provide holistic advice to a portfolio of HNW clients across South Wales, South West and London.
As a Trainee Paraplanner you will be working alongside a Senior Paraplanner and a Financial Adviser, they will provide you with full on the job training and support. You will also have an administrator working with you who will undertake all basic administrative tasks, this will allow you to focus on more technical aspects of the role.
To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Trainee Paraplanner capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous.
You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.
As a Trainee Paraplanner you will be working alongside a Senior Paraplanner and a Financial Adviser, they will provide you with full on the job training and support. You will also have an administrator working with you who will undertake all basic administrative tasks, this will allow you to focus on more technical aspects of the role.
To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Trainee Paraplanner capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous.
You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.
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