Job description
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients. The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
To be a successful applicant you must have recent experience of working within an IFA firm, either as a Paraplanner/ IFA Administrator or as a Trainee Advisor and have the desire to be a highly successful chartered financial planner. This is a full time role.
This role will offer hybrid working with the expectation for you to travel to the North Bristol offices once/twice a week.
This is a fantastic opportunity for someone who wants to kick start their financial planning career!