Paraplanner / Trainee IFA


Yorkshire: South Yorkshire.


£30,000 - £35,000

Job Reference


Job Profile

Trainee IFA / Paraplanner – IFA Practice – South Yorkshire – up to circa £35k per annum 

An IFA Practice and renowned long established Insurance Brokers are now seeking an experienced Paraplanner who is looking for their next stage in their career.  You will join an extremely personable and family orientated business where you will work alongside and shadow an IFA carrying out the technical aspects of Financial Planning.  You will be supported by a small team of Sales Support Administrators.  

As an experienced Paraplanner, you will be conducting full product research, making recommendations and writing technical reports.  You will also work very closely with an IFA where you will progress to IFA Status.  You will be working with an extensive client portfolio including HNW clients who have been clients for a number of years through family generations.  There will be a mixture of Financial Services of products including Life, Pensions and Investments excluding Mortgages.

Applicant Requirements

About you:

  • You will be an experienced Paraplanner working whole of the market looking to progress your career to the next level
  • It is essential you have excellent communication skills both written and verbal
  • A good understanding of Financial Services products is paramount
  • You must be a team player, be personable and be able to work in a team environment
  • Industry qualifications are required for this role
  • Intelligent Office experience would be desirable
  • Good IT skills are essential



Donna Pastor
Tel: 0782 111 9773

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