Trainee Paraplanner
2 weeks ago
As a Trainee paraplanning your responsibilities will include
" Preparing and maintaining detailed client files and records
" Preparing annual reviews
" Preparing reports and recommendations
" Assisting financial advisors in their duties
" Completing general admin tasks
" Interest in moving into the financial services sector
" Strong numerical and written skills
" Good organisation skills
" Admin experience
" sales driven and desire to learn and grow
In return for your services, you will receive a competitive salary along with a generous benefit package. The role also offers the chance to progress further into the role of a paraplanner and offers support if you wanted to work towards your financial advisoryqualifications on the path to becoming a financial advisor.
