Paraplanner/Trainee Adviser

Paraplanner/Trainee Adviser

EGR/10667

Financial Services

£25,000 - £30,000

M-F 35 hours, 25 holidays, pension

29/10/2021

Our Client is a busy and highly respected, IFA practice and due to expansion they are recruiting for a Paraplanner (Report Writer)/Trainee Adviser hybrid, to support a Financial Adviser. Located in County Durham, they have a great team culture and can offer a genuine opportunity to progress.

·       Full Adviser training will be provided
·       Established, structured programme
·       Mentored by experienced and successful IFA
·       Joint client visits to observe, learn and build relationships
·       Process will take between 6 and 24 months (depending on what the individual wants to do)
·       Upon achieving CAS, existing clients will be provided
·       Ongoing quality referrals from professional connections
·       Study support to attain Chartered status

·        Hold DipPFS (or equivalent)
·        Part qualified individuals will be considered (minimum 4 modules achieved)

  • Must have previously worked within an IFA environment
  • Have paraplanning /report writing experience
  • Ambitious and keen to learn
  • Excellent communication skills
  • Team player

Are you interested?


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