Trainee Paraplanner: Path to Senior IFA | £35k-£38k + Bonus

Financial Divisions; Godalming; On-site; GBP 35,000 - 38,000; Full time

Benefits offered by this job

Discretionary bonus

Pension

25 days holiday

Other benefits

Job summary

Financial Divisions is seeking a Trainee Paraplanner near Guildford to join a boutique IFA firm. You will start with IFA administration and quickly move into suitability reports, researching pensions, investments, tax planning and retirement planning.

The role offers a competitive salary and a discretionary bonus, with 25 days holiday and a company pension. You will work with Senior Advisers and support HNW clients across London and the southeast, with exposure to cases from £500k to £5m+.

Qualifications

• At least 1 year experience in IFA administration.
• Exposure to suitability report writing.

Responsibilities

• Provide administration support and assist with suitability reports and research on pensions, investments, tax planning, retirement planning and IHT.
• Perform cashflow modelling and attend client meetings with a Senior Adviser.
• Support high-net-worth clients with project work and ad hoc tasks.

Skills

Suitability report writing

Education

Level 4 Diploma (studying)

Job description

Financial Divisions is seeking a Trainee Paraplanner near Guildford to join a boutique IFA firm. You will start with IFA administration and quickly move into suitability reports, researching pensions, investments, tax planning and retirement planning.

The role offers a competitive salary and a discretionary bonus, with 25 days holiday and a company pension. You will work with Senior Advisers and support HNW clients across London and the southeast, with exposure to cases from £500k to £5m+.