Paraplanner / Report Writer (Trainee)

  • Location:

    Rotherham, South Yorkshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £23000.00 - £30000.00 per annum + comprehensive benefits, exam support

  • Contact:

    David Elders

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Start date:


Senior IFA Administrator / Paraplanner
Fully negotiable salary plus benefits, exam support, free parking

Are you an experienced Financial Services support professional looking for their next step or challenge?

An Independent Financial Advisor based in Rotherham are looking for an IFA Administrator, Trainee Paraplanner or Paraplanner to join their team. Full training and development is given so they are quite open to what level you would initially come in at but you MUST HAVE admin experience in an IFA or regulated Wealth Management organisation or you will not be considered. You must be interested in the paraplanning element of the role too.

The role will include all aspects of IFA support and would include producing basic suitability reports and helping with product research alongside new business submission, dealing with third party providers, producing meeting packs etc.

The company are very well established with a great name in the South Yorkshire area and there is a really warm, friendly and supportive environment in which to work. Development is encouraged if you want to acquire exams or take on more technical/bespoke work but there is very much a clear work/life balance within the business too. It's a fantastic opportunity for the right person and I would be keen to discuss the opportunity with you in more detail.

Please forward your cv or contact David Elders in the Leeds office of Search Consultancy

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.