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Trainee Paraplanner
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Trainee Paraplanner or IFA Administrator
Are you looking to build a long-term career in Financial Planning?
We’re working with a growing and highly regarded Financial Planning firm in Bishops Stortford, looking to appoint a Trainee Paraplanner or IFA Administrator. This is an excellent opportunity for someone with experience in financial services administration to develop their technical knowledge and progress their career.
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You’ll work closely with 4 experienced Advisers, supporting the advice process through research, report preparation, and client servicing activities.
Key Responsibilities
- Supporting the preparation of suitability reports and annual reviews
- Conducting ad hoc research across pensions, investments, and protection
- Assisting with client reviews and recommendations
- Maintaining accurate client records and documentation
- Working closely with Advisers and the wider support team
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What’s on Offer?
- Friendly and collaborative team environment
- Competitive salary and benefits package
If you’re ambitious, detail-oriented, and eager to develop a career within Financial Planning, we’d love to hear from you.
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