Trainee Paraplanner

1 month ago

Cardiff, United Kingdom Heat Recruitment Full time

We are working with an established Cardiff based IFA that is looking for a Trainee Paraplanner to join their team.

You will receive support to gain the level 4 diploma, as well as having the ability to be around senior and experienced paraplanners that will offer you development and training to become a fully competent paraplanner.
The firm also offer a 4 day working week with no pay reduction so you can say goodbye to working Fridays

**What’s needed from you?**
- Experience working within financial planning
- Competent using Microsoft Office products
- Excellent organization skills
- Self motivated
- Eager to learn
- Willingness to study for qualifications

**What we can offer**
- Employee pension scheme
- Death in service of 4x salary
- 4 Day working week
- Training and development
- A week off between Christmas & New Year, every year - without eating into your allowance
- Private medical insurance
- 22 days holiday plus bank holidays
- Qualification support
- On Site Parking
- Bi annual discretionary bonus scheme

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

**Job Synonyms**: Para planner, IFA Support, Financial Planner

  • Trainee Paraplanner

    2 months ago

    Cardiff, United Kingdom Ortus PSR Full time

    I am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. They are looking for a Trainee Paraplanner to join their team in the Cardiff area, to provide support to the Paraplanners and Advisers in the firm...

  • Trainee Ifa

    2 days ago

    Cardiff, United Kingdom MVP Recruitment Limited Full time

    MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit Trainee IFA's. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now seekingto recruit a Trainee/Junior Financial Adviser who will work directly with the existing IFA's of the...

  • Trainee Financial Adviser

    1 day ago

    Cardiff, United Kingdom mbf. Full time

    **One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team.** This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support....