Cardiff, United Kingdom
Job Type


£18,000 to £24,000 plus benefits and exam support

Trainee Paraplanner required by this award-winning national Financial Advice firm that provides advice to families and individuals across Investments, Retirement Planning, Tax, Estate Planning and Protection. The business continues to grow and now requires an IFA Administrator.

As the Trainee Paraplanner, you will be responsible for all new and existing business including application processing, compliance, valuations, database management and liaison with external Providers whilst providing full IFA Administration support directly to clients and the Financial Advisors within the company.

For those wishing to progress their careers further, there will also be the opportunity to progress into a technical support role with the potential to lead into a Paraplanning position.

Applicants must have IFA Administrator experience within a Financial Planning or Investment Management environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support.

If you are interested in this position, please call the office on 0131 292 0777 or click the apply button below or you can also email your details to JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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