Trainee IFA

Job Ref

90005

Location

Milton Keynes

Salary

£30,000 - £40,000 Per Annum

Employment Type

Permanent

  • Location: Milton Keynes , Bedfordshire
  • Type: Permanent
  • Job #90005
  • Salary: £30,000 - £40,000 Per Annum

We’re assisting a forward thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team. The firm in the last few years has experienced great success and are looking to continue growing over the coming years.

This is a fantastic opportunity for an experienced Paraplanner to join their advise team. You will liaise with management to ensure the smooth running of client service processes within the business.

On offer is an extremely competitive salary plus…

  • Transparent team bonus scheme
  • Exam support with bonuses 
  • Free onsite car parking
  • Charity day
  • Wonderful work environment 
  • Staff gym
  • Access to electric car charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for your loved ones
  • Private medical insurance
  • Optional health screening

Desired Skills for this paraplanner position:

  • Level 4 qualified but ideally working towards Chartered
  • Previous experience supporting Advisers within an IFA environment
  • Comprehensive market knowledge with strong technical ability

What’s next?

Apply today to be considered for this trainee IFA opportunity. If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Report Writer, Paraplanner, Paraplanning, Para-planner, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Adviser Support, Cashflow planner 

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