Paraplanner / Trainee IFA - Cranleigh Personnel : Job Details

Paraplanner / Trainee IFA

Based Guildford outskirts

Salary up to £50,000

Are you a part or fully qualified Paraplanner looking for a route to advice?

Would you like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

If so, then we may have the role for you….

Company/Role information:

Our client is an independent boutique firm with a very established client bank.

This is a unique opportunity for a Paraplanner to work within a boutique financial planning company and have the opportunity to work and collaborate closely with a highly established adviser, keen to train and mentor someone to adviser.They will put you through adviser coaching courses, and encourage you to sit in on meetings, build rapport and then take over the advice process.

You will work closely with the administration support within the business, and Its also an opportunity to develop research and recommendation skills, sit in on meetings and develop ample client exposure and relationship building skills.

• Basic up to £50,000 with discretionary bonus.
• Hybrid working typically with 2 days in the office around client meetings.
• Full support through studies towards completing the Diploma if needed and through CASS status.
• Hours of work 9am-5pm
• Free parking on site and

Paraplanning exposure essential for the role

Level 4 Diploma desirable but not essential.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.