Trainee Paraplanner

Trainee Paraplanner (IFA Administrator)

Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.

Overview:

The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.

Salary: Up to £35,000 

Key Responsibilities:

• Prepare client reports and conduct product research.
• Provide technical analysis for advisers.
• Ensure compliance accuracy and documentation.
• Liaise with clients and providers.

Key Skills:

• Deep knowledge of financial products and compliance.
• Excellent organisational and communication abilities.
• Proficiency with financial software.
• Strong attention to detail and problem-solving.

Why Join Us?

• Supportive training for career progression.
• Employee benefit trust ensuring profit sharing.
• Perks like birthday leave, private medical insurance, electric car scheme, and more.

Take your career to the next level—apply today!