Paraplanner / Trainee IFA in Lewes

Paraplanner / Trainee IFA in Lewes

Lewes Trainee 41850 - 51150 £ / year (est.) No working from home possible
Astral Recruitment

At a Glance

  • Tasks: Support financial advisers by preparing reports and conducting research.
  • Company: Chartered IFA firm in East Sussex with a strong reputation.
  • Benefits: Competitive salary up to £45,000, plus a comprehensive benefits package.
  • Other info: Office-based role with a supportive team and Monday to Friday hours.
  • Why this job: Kickstart your career in finance with a clear path to becoming an adviser.
  • Qualifications: Level 4 qualification and a passion for financial services.

The predicted salary is between 41850 - 51150 £ per year.

Our client is a Chartered IFA firm in East Sussex and they are looking for an experienced Paraplanner to join the team. Trainee IFA roles are very rare but there is a structured career path to become an adviser if that is what you want. It will realistically be a 2 year window so we are looking for someone who can act as a Paraplanner, report writer during this time and someone who holds the Level 4.

Base to £45,000 DOE plus benefits package. This is an office based role Mon - Fri 9-5.

Paraplanner / Trainee IFA in Lewes employer: Astral Recruitment

Join a top national market-leading firm as a Self Employed Equity Release Broker, where you will benefit from a flexible home/field-based role that allows you to manage your own schedule while serving a growing client base. The company fosters a supportive work culture that prioritises professional development and offers competitive commission structures, ensuring that your hard work is rewarded. With a strong reputation in the industry and a focus on innovation, this is an excellent opportunity for experienced brokers looking to thrive in a dynamic environment.

Astral Recruitment

Contact Details:

Astral Recruitment Recruitment Team

We think you need these skills to ace Paraplanner / Trainee IFA in Lewes

Paraplanning
Report Writing
Level 4 Qualification
Financial Advice
Client Relationship Management
Attention to Detail
Analytical Skills