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