Trainee Paraplanner

Trainee Paraplanner - Farnham, South East England

Ref: 1705Thursday 17 October 2024

Up to £35,000

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!

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