Support / Junior Paraplanner – Essex

Support / Trainee Paraplanner
Basildon, Essex
£Neg + benefits and bonus
This successful and busy Essex based financial planning practice is seeking an IFA administrator to train into a paraplanner role as a result of continued expansion.

The firm offers high quality financial planning advice to business owners, directors and senior executives; pre and post retirement.

This role will involve providing technical support the financial advisers whilst undergoing both on the job and structured training, including assisting with research and report writing, towards becoming a paraplanner. Exam support will be provided to attain Diploma in Regulated Financial Planning. The role requires someone with solid organisational and administrative skills, IT skills inc. Excel, attention to detail and the ability to liaise and communicate with clients.

To apply for this role you will need to demonstrate recent relevant experience of financial planning or financial advisory environment, understand the terminology and processes involved and demonstrate a commitment and motivation to a career in financial services.

Any professional exam progress would be advantageous.

Salary is competitive and negotiable dependent on experience and qualifications.

Apply to mail@jamesassociates.co.uk

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