Paraplanning Trainee
2 hours ago
We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.
Company Overview: Our client specialises in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast.
Key Responsibilities:
- Support the paraplanning team in providing administrative assistance
- Assist in the preparation of client reports and presentations
- Contribute to the development of client relationships
- Participate in ongoing training and professional development
Benefits:
- 25 days holiday
- Employer Pension Contribution
Requirements:
- Relevant experience working in the financial services industry
- Excellent administrative and organisational skills
- Strong communication and interpersonal skills
What We Offer:
- A competitive salary and benefits package
- Ongoing training and professional development opportunities
- A supportive and dynamic work environment
APCT1_UKTJ
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