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Financial Services Trainee
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Paraplanning Trainee
1 month ago
Liverpool, Liverpool, United Kingdom Search Full timeTrainee Paraplanner OpportunityWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide comprehensive support to our advisory team, assisting with client information, preparing reports, and liaising with other teams.About the RoleProvide administrative support to our...
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 comprehensive support to our advisory team, including preparing client reports and ensuring all client information is accurate and up-to-date.
- Assist in the development of client relationships and provide exceptional customer service.
- Work closely with our Paraplanners and Pension Specialists to provide administrative support and ensure all client information is compliant with company guidelines.
- Develop strong organizational skills and attention to detail to ensure all tasks are completed efficiently and effectively.
Requirements:
- Experience or keen interest in the financial services sector.
- Thorough approach to work, with strong attention to detail and organizational skills.
- Ability to demonstrate strong written and verbal communication skills.
- Accurate and numerate, with a strong understanding of financial concepts.
- Diploma in Regulated Financial Planning (desirable but not essential).
About Us:
Search is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates, and we are seeking a talented individual to join our team.
