Financial Planning Assistant
1 day ago
Job Title: Trainee Paraplanner
Location: Kettering
Salary: £27,000 - £32,000
The Company:
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses, is seeking a new team member to join their back office team. They are a modern, forward-thinking business that places technology at the heart of everything they do, with a state-of-the-art office premise.
They provide financial advice on a range of products, including pensions, investments, protection, tax planning, and investment management advice. Having seen strong growth over the last few years, they are looking for ambitious professionals interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package, and clear career progression to develop your career within this sector.
The Role:
This role would sit within the back-office function of the business and involve a combination of administrative and paraplanning duties as you progress within the role. The ideal candidate would be comfortable meeting clients and able to work in a fast-paced environment.
Key Responsibilities:
- Provide administrative support to the paraplanning team
- Assist with the preparation of financial plans and reports
- Develop skills and knowledge in financial planning and paraplanning
- Work closely with the team to deliver high-quality results
What We Offer:
A competitive salary, a strong benefits package, and the opportunity to develop your career within a dynamic and forward-thinking company.
How to Apply:
Apply now to join our team and take the first step in your career as a Trainee Paraplanner.
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