At a Glance
- Tasks: Support experienced paraplanners in financial planning and case handling.
- Company: Boutique Independent Financial Adviser with a supportive team environment.
- Benefits: Structured training programme, career advancement, and study support.
- Other info: Join a small team and grow your skills in a dynamic setting.
- Why this job: Kickstart your career in finance and gain valuable qualifications.
- Qualifications: Experience in IFA administration or paraplanning is preferred.
The predicted salary is between 39600 - 48400 £ per year.
WEALTHLINK RECRUITMENT LTD is assisting a Boutique Independent Financial Adviser in Sutton Coldfield to recruit a Trainee Paraplanner. You will work in a small team with experienced paraplanners, handling financial planning, pensions, IHT and protection cases, with a structured training program to develop you into a qualified paraplanner.
This role suits someone with IFA administration experience or paraplanning exposure who wants to advance; it is open to motivated individuals aiming to build a career.
Trainee Paraplanner – Diploma Path with Study Support employer: WEALTHLINK RECRUITMENT LTD
As a Chartered Financial Adviser in Birmingham, you will thrive in a dynamic work culture that prioritises collaboration and client-centric service. With a competitive salary, robust benefits package, and opportunities for professional growth, our firm is dedicated to supporting your career while ensuring you deliver exceptional financial planning strategies tailored to each client's unique needs. Join us to be part of a team that values long-term relationships and empowers you to make a meaningful impact in clients' lives.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
