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Trainee Financial Services Professional
2 months ago
Job Summary:
We are seeking a highly motivated and detail-oriented individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide administrative support to our team of advisors, assisting in the preparation of client reports and ensuring all client information is up-to-date.
Key Responsibilities:
- Provide administrative support to the Paraplanner and Advisors
- Assist in ensuring all client information and facts are up-to-date for analysis review
- Prepare client reports
- Liaise with other teams internally and externally
- Ensure all paperwork is compliant within company guidelines
Requirements:
- Experience or keen interest in the financial services sector
- Thorough approach to work, with good attention to detail
- Ability to demonstrate strong organisational skills
- Strong written and verbal communication skills
- Accurate and numerate
- Diploma in Regulated Financial Planning (desirable but not essential)
About Us:
Search is an equal opportunities recruiter, committed to providing a supportive and inclusive work environment. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or experience.
