Paraplanner Trainee
8 hours ago
We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide administrative support to our team of advisors and develop your skills in financial planning and analysis.
Key Responsibilities:- Provide comprehensive support to our advisory team, including preparing client reports and ensuring all client information is up to date.
- Assist in ensuring all client information and facts are accurate and compliant with company guidelines.
- Liaise with other teams internally and externally to ensure seamless communication and collaboration.
- Experience or keen interest in financial services, with a thorough approach to work and strong organizational skills.
- Strong written and verbal communication skills, with the ability to demonstrate accuracy and numeracy.
- Diploma in Regulated Financial Planning (desirable but not essential).
We are an equal opportunities recruiter and welcome applications from all suitably skilled or qualified applicants. If you are a motivated and organized individual looking to develop your career in financial services, please apply now.
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