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Trainee Paraplanner


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Salary £27000 - £35000

Recruiter Managing This Role

We are assisting a Farnham based IFA in expanding their support team by recruiting for a Trainee Paraplanner. They are looking for someone ambitions and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service.
If you come onboard you will learn a lot from the current financial planners and the investment team. All of the staff members are technical, most are working towards the Level 4 Diploma or Chartered if they don’t already achieved; full CII study support is provided so cost not coming out of your own pocket.

  • Quarterly bonuses 
  • Christmas bonus 
  • Profit Share
  • Training and Support 

What’s needed to be considered

In order to be considered for this Trainee Parplanner opportunity, candidates need to have –

  • Previous experience within an IFA setting, with a strong knowledge in investments and pensions
  • CII Level 4 qualified or working towards 
  • Professional communication manner
  • Organised and adaptable

What’s next?

If this specific Trainee Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Paraplanner, paraplanning, para planner, Client Services Administrator, Technical Support, Senior IFA Administrator

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Application For Trainee Paraplanner