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Permanent

Trainee Paraplanner

Birmingham
money-bag 25000.00-25000.00 Annual
3089154202
Posted 2 days ago

Job Title: Trainee ParaplannerIndustry: Financial PlanningLocation: South Birmingham (Office-based)Salary: £25,000 - £34,000 (negotiable depending on experience)Job Reference: 10079Job Description:Recruit UK is currently working on an excellent opportunity for a Trainee Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. The firm specialises in providing client-centric financial advice and has built strong, long-term relationships with its clients by offering ongoing support and tailored solutions.Due to continued growth, they are now looking to hire a Trainee Paraplanner to join their existing team. In this role, you will work closely alongside experienced paraplanners, providing direct support to a Senior Adviser across a mix of both complex and straightforward cases. Responsibilities will include investment analysis, complex investment solutions, pensions, inheritance tax planning, and other aspects of financial planning.What''s in it for you?Salary negotiable up to £34,000 (higher salary negotiable dependent on experience)Flexi time (early start and finishing times, option to build up time in leu and claim back)Pension contribution23 days holiday plus bank holidaysBeautiful offices in the heart of BirminghamCareer professional developmentSupportive working environmentSkills and experience required:Previous experience as an IFA administrator at an SJP (St James Place) companyLevel 4 Diploma is desirable (howev

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