Paraplanner / Trainee IFA

  • Location:

    North Yorkshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £30000 - £45000 per annum + full benefits, exam support, parking

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    Req/562234

  • Published:

    4 days ago

  • Expiry date:

    2020-10-16

  • Start date:

    Negotiable

Paraplanner / Trainee IFA
York
£30,000 - £45,000 (depending on experience and quals) plus training, flexi-benefits, exam support, free parking

An excellent new paraplanner opportunity has arisen to join a highly successful and growing IFA based in the York area. This role can remain as a purely paraplanning position if that is your career plan or if you can see yourself moving into a financial advisor role in the future then they can give you that option too.

The role will be providing full technical paraplanning support to the IFA's working within the practice. The role will include technical research and report writing in respect of HNW investments, pensions and inheritance planning. This will be an extremely varied role with fantastic progression and development potential.

This is an excellent opportunity for individual looking to become part of a successful and established company whilst adding genuine value to the business. Full support will be provided to attain additional industry qualifications through to Chartered status if you wish. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm. Please don't apply if you have no previous or current paraplanning experience.

In return a competitive initial salary is offered between £30,000 - £45,000 plus full benefits package, exam support, modern offices, friendly and successful colleagues. My client operate a grown up working environment, they are not clock watchers and flexible working is available.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

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.