My client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South. Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to join their team working as a one on one support to their current Senior Paraplanner/ Adviser.
You will work within their offices, where you will work side by side their current Paraplanner. Covering off all areas of financial services administration, and within time, research and report writing, enabling a smooth transition into a paraplanning role.
This is a fantastic training opportunity for a individual who is in their early stages of their financial services career but wants hands on training to become a Paraplanner. Candidates must have working within a administration function with a sound understanding of the different products and platforms, any experience on intelligent office would be a bonus.
Full support towards the Level 4 Diploma in Financial Planning and ongoing support and career progression.
Ideally you will have already achieved some industry relevant qualifications, such as FA1/ FA2 or the Financial Planning Certificates.
Salary circa £25k (flexibility dependant on experience/exams), pension, income protection scheme, 20 days holiday + full Christmas shutdown, qualification support.
Please apply online for more information.