Technical IFA Administrator / Trainee Paraplanner

Based Gloucester

Hours 9am-5pm

Salary up to £35,000 depending upon experience

Are you a technical IFA Administrator who wants to progress your technical skills?

  • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
  • Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
  • Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?

If so, we have the opportunity for you…..

The company and role

Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.

You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.

This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.

After the initial training period then there is the possibility of hybrid working.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.