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Trainee Paraplanner

Burnley, Lancashire, UK Permanent, Full Time £18000 - £18000 per annum

Ashberry Recruitment are looking for a Trainee Paraplanner to join our clients expanding team based in Burnley, starting in September 2020. 

The successful candidate will undergo our clients bespoke graduate programme, which you will be directed and supported through the key areas of the business. You will progress from front of office all the way through to highly skilled and technical roles, learning all the ins and outs as a valued member of the team. 

Our clients objective is to recruit the highest calibre of candidates to become Senior Paraplanners after 3 years, with the potential to become an Advisor after a further 2 years.

In addition to working with the framework of a Wealth Management company, the programme includes support in working towards your Diploma and Chartered Financial Planner qualifications through the CII. You will be required to self-study in preparation for the 6 exams you will complete within 3 years, our client will support you through them and provide you with the relevant study material, however onus is on you to ensure timely completion. Our client will review your progress, and success will be reflected in your salary. You are expected to be half way through your Diploma after 18 months, and Diploma qualified by the end of year three. 

At this point you will have the option to continue your career as a Paraplanner or become a Trainee Advisor, whilst working towards your Chartered qualifications. 

Progression route: 

  • Starting Salary – £18,000 
  • Successful completion of year one – £20,000
  • Successful completion of year two – £22,000
  • Successful completion of year three – £25,000 
  • Year four – £27,500 (As an advisor)
  • Year five – £30,000+

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