Are you a motivated individual with paraplanning or technical support experience in financial advice or wealth management? Are you seeking a rewarding and challenging role with progression to advising?

We are a small, well-established investment and financial planning practice looking to invest in a committed individual with the desire to train as a financial adviser within a company that has a service driven ethos where charges are low, and portfolio performance is strong.

Opportunity

We seek a numerical individual keen to expand their experience in financial planning support or paraplanning, to train and develop into a financial adviser. Working closely with a small team, servicing an established and loyal client bank, you will be a committed individual who shares our values and passion for financial planning. This is a great chance to grow and share in the knowledge of the Senior Partner who has lived and breathed our business's core values from the start.

About the Role

We will support you on your journey to becoming a financial planner, nurturing long-term relationships and guiding our clients. You'll gain valuable experience in all aspects of the financial advice process, including managing investment platforms, portfolio administration, investment reporting and compliance, paraplanning, research, report writing, client support, client meetings, and implementation of advice. We'll help you develop technical and soft skills to enable your success and develop a meaningful career.

Salary & Benefits

Basic salary: £30,000 - £40,000 (Negotiable)

25 days annual leave (increasing to 28 days after 3 years)

Discretionary bonuses

Hybrid working

Pension

Essential

Experience gained from either a financial planning firm, wealth management, or investment company.

Qualified to Level 4 CII, CISI, or LIBF. However, we may consider candidates who are close to achieving this if they have other strong qualities or experience.

Unrestricted right to work in the UK.

Desirable

Desire to progress to financial adviser

Commitment to personal development through training and professional exams

Outstanding written and oral communication with an excellent telephone manner

Ability to interact with clients in a confident, professional manner

Strong numerical skills and attention to detail.

Additional Information

Our role requires easy access to the office because of the training, responsibilities, and colleague liaison.

This role would suit someone with experience of working for a financial adviser/wealth manager in an adviser support, paraplanning, or technical support role, and who has completed a Diploma Level 4 qualification.

About Us

AIS Pensions was established in 1983 by our Managing Partner, Jon Sheffield. We operate as a directly authorised restricted advice firm, providing whole-of-market advice on pensions, ISAs, and general investment accounts. Our main business activity is servicing our long-standing and loyal client base. We are in a fortunate position that we do not have to advertise or actively seek new clients, and our growth is almost entirely from client-generated referrals.

With no sales targets, our firms advisers operate on a salaried plus profit-share basis. We are successful, secure, and profitable, have plans in place for the future of our business, and its an exciting time for anyone who joins us.

Keywords: paraplanner, adviser support, IFA, financial adviser, financial planner, financial planning assistant, assistant financial planner, Financial Planning, Financial Advice, Wealth Management, junior financial adviser, junior financial planner, trainee financial planner, trainee financial adviser.

NO AGENCIES PLEASE

This recruitment campaign is run by Recruitment Rebellion.

Applicants, please do not apply directly to AIS Pensions, as your application may be missed.

Only shortlisted candidates will be contacted.

You are more likely to get a positive response if you follow these tips:

Check that you meet the criteria for the role

Apply with a CV that is clear, concise, and correct

Tailor your CV to highlight your experience and relevant achievements to the position

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.