Trainee Paraplanner
2 weeks ago
**Trainee Paraplanner**
**Location: Bournemouth**
**Salary: £18,000 - £25,000**
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.
**Responsibilities**:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other third parties, to obtain any information that may be needed
**Skills**:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
