We are working with a chartered financial planning firm in Bristol who are looking to 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. Three 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 two 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 or twice a week.
This is a fantastic opportunity for someone who wants to kick start their financial planning career!
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