Job Information

Our Client a Highly successful Wealth Management firm IFA based in the City London, requires a Trainee Paraplanner. They are a medium - large sized business with expansion plans for the near future.

Initially the role will involve holistic planning sales support. As the business grows some pension administration will filter into the role.

This role requires:

• Certificate In Financial Planning would be advantageous or started working towards Diploma
• 1-2 years minimum IFA industry experience
• Good knowledge of all investment, life and pensions products and legislation.
• Report writing experience
• Good technical knowledge
• Good understanding of back office systems
• Experienced in product research
• Understanding of illustrations

They may consider a candidate without qualifications who has knowledge of the industry and willing to take relevant qualifications.

Salary negotiable depending on experience and qualifications