We currently have a vacancy for:

PARAPLANNER/TRAINEE FINANCIAL ADVISER (Trainee Wealth Manager)

Location: Norwich or Ipswich

Salary: Negotiable depending on skills and experience

Hours: 37.5 hrs working week, Monday - Friday

Contract: Permanent contract with 6 month probation period

You will be joining a reputable business with genuine career progression, competitive basic salary and excellent benefits. We have been working hard to build up our client base and have been very successful in doing so, even through this pandemic, and now have the capacity to take on an additional Paraplanner who is looking to develop their skills into a Financial Adviser role.

You will join our company to support the current advisers with their Paraplanning needs, writing reports, product research etc. and then, when appropriate, you will be mentored and trained to become an adviser. Due to strong business connections, there will be plenty of clients for you to start working with whilst you develop your own clients.

The role is to support the Wealth Managers and work closely with the Client Services Support team providing technical guidance, advice and solutions. The preparation of bespoke Financial Planning Reports, accompanied by appropriate research files is a key role, and it is important you can work independently, and as part of a Paraplanning team. You will be expected to have at least 3 years’ experience in a Paraplanning role, having obtained (or working towards) your Level 4 Diploma in Financial Planning.

Skills and experience required:

  • Currently a Paraplanner or Trainee Adviser within an IFA practice – Essential
  • Level 4 Diploma, full or near qualified – Essential
  • In-Depth understanding of Pensions, Investments, CGT and IHT Planning - Essential
  • Understanding of Compliance terminology, including FCA rules, regs, policies, etc. - Essential
  • Confident individual with a strong business head – Essential
  • Motivated to develop your career - Essential
  • Previous use of Intelligent Office - Desirable

We are looking for a proactive individual, who has the passion and drive to succeed in a fast paced, professional Financial Services environment.

Please see Job Description and Person Specification for more details.

All CVs submitted with be treated with the strictest confidence and only shared with the relevant manager, and Data Protection Guidelines will be adhered to with regards to your personal information.

How to apply

Please send your CV and covering letter - noting which positions you have experience in, and whether it is the Norwich or Ipswich office you want to be considered for - to careers@sgwealthmanagement.co.uk