At a Glance
- Tasks: Prepare suitability reports and conduct technical research to support advisers.
- Company: Join a small, family-run financial planning firm with a collaborative culture.
- Benefits: Enjoy professional exam support, 20 days annual leave, and a friendly work environment.
- Other info: Be part of a supportive team dedicated to holistic financial advice.
- Why this job: Kickstart your career in finance with growth opportunities and hands-on experience.
- Qualifications: Experience in financial administration or a keen interest in paraplanning.
The predicted salary is between 40000 - 40000 £ per year.
SWARM RECRUITMENT LTD is seeking a Senior IFA Admin/Trainee Paraplanner in Wolverhampton, offering a salary of up to £40,000. This role involves preparing suitability reports, conducting technical research, and supporting advisers in client development.
Joining a small, family-run financial planning firm, the successful candidate will work in a collaborative team to provide holistic financial advice, enjoying benefits such as:
- Professional exam support
- 20 days annual leave
- A friendly working environment
Senior IFA Admin & Paraplanner - Career Growth in Wolverhampton employer: SWARM RECRUITMENT LTD
SWARM RECRUITMENT LTD is an excellent employer for those seeking a fulfilling career in financial planning, particularly in the vibrant city of Wolverhampton. With a strong emphasis on professional development, employees benefit from exam support and a collaborative, family-oriented work culture that fosters growth and camaraderie. The firm values work-life balance, offering generous annual leave and a supportive environment where every team member can thrive.
