Paraplanner/ Trainee IFA

  • Job Reference: 446
  • Date Posted: 1 June 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Penarth, Vale of Glamorgan
  • Salary: £20,000 to £25,000
  • Sector: Administration, Paraplanning, Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

Paraplanner/ Trainee Financial Planner

Penarth, Vale of Glamorgan

C£25,000 basic, excellent bonus structure, full training to Level 4 Diploma Qualified, CF30, CAS & SPS

Our client is a leading provider of tailored financial solutions for high net worth clients, they are currently recruiting for a of Trainee Financial Planner to be based out of the head office that is situated in Penarth, Vale of Glamorgan.

This a fantastic opportunity for candidates that have 2-3 years financial services experience, that are looking to further their career and become a fully qualified Financial Adviser.

Our client can offer a fully structured career path and as such you will be  mentored by one of their Senior Financial Planners.

Requirements for the role;

  • 2-3 years financial services experience within an IFA firm
  • Either be Diploma Level 4 qualified or have made significant progress towards achieving
  • Prepared to study for industry qualifications in your own time
  • Ideally hold a degree in a relevant subject
  • Be articulate and be able to develop new relationships
  • Smart and professional with a “can do attitude”

For more information on the company and Trainee Financial Planner role, apply with your CV attached today.