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Trainee Financial Planner/IFA Administration
An exciting new opportunity has opened with an elite Wealth Management firm based in Essex that has a track record of promoting from within. This role is ideal for someone looking to build a career within a growing financial planning firm.

Salary:
Competitive

The Role:
They are looking to bring on a candidate in a hybrid paraplanning/IFA administrator role that will soon transition onto a full paraplanning role when up to date with the company standards.

The individual will be trained up to a full advisor and taking on some of the client book to manage as their own. This will happen at the firms discretion.

Requirements:

  • Qualified to a minimum of diploma standard or 1 exam away
  • Some experience as a paraplanner / IFA administrator
  • Overall knowledge of key areas of financial planning and advice
  • Excellent Word and Excel skills

Personal Attributes:

  • Ambition
  • Loyalty
  • Good communicator
  • Initiative
  • Problem Solver
  • Attention to detail
  • Team Player


Daily work:
The starting daily role will evolve as you progress within the firm but will start with the following:

  • Report Writing
  • Research Analysis
  • Working within an elite team of paraplanners and IFA administrators.
  • Annual Reviews


Benefits:

  • Opportunity to work from home on a hybrid basis if desired
  • Holiday
  • Pension auto-enrolment