Job Information

A Trainee Paraplanner is required by a leading IFA based in Aylesbury. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as preparing a financial plan or report. You should have already established that Financial Services is your chosen vocation and plan to be a Financial Advisor within the next 6 years. Your Degree ideally should reflect this.

In this varied role, you will be given the opportunity to go from certificate level qualifications through to obtaining your Certificate of Financial Planning / CFP)

Client:

The successful candidate will join a professional and well established Financial Advisors based in Aylesbury

Essential skills:

The Paraplanner/Administrator will ideally have the following skills / experience:

- Ability to use Excel and word and be able to pick up in house systems easily.

- Ability to research ..

Who would the role suit£

A graduate or someone looking for a step into the financial services market
Salary initially £16,000 per annum rising when qualifications and experience gained.
Fantastic graduate opportunity.