Paraplanner / Trainee IFA

Based Guildford outskirts

Salary up to £40,000

Are you a part or fully qualified Paraplanner looking for a route to advice?

Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

Are you feeling that your technical research skills aren’t being utitlised?

Do you enjoy dealing with high net clients?

If so, then we may have the role for you….

Company/Role information:

  • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress into an advisory role and to take over the Directors client bank
  • This is an independent boutique firm with a very established client banks
  • Basic up to £40,000 with discretionary bonus. Hours of work 9am-5pm

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