Paraplanning Assistant

1 month ago

Cranbrook, United Kingdom Brook Street Full time
Job Title:
Trainee Paraplanner

Job Summary:
We are seeking a motivated and detail-oriented Trainee Paraplanner to join our team at Brook Street. As a Trainee Paraplanner, you will assist the paraplanning team with tasks such as data entry, file organization, document preparation, and more. You will work closely with financial advisers, paraplanners, and other team members to ensure accurate and confidential client records. If you are looking for a career in the financial services industry and have a passion for administration, we encourage you to apply.

Key Responsibilities:
• Assist the paraplanning team with data entry, file organization, and document preparation
• Work closely with financial advisers, paraplanners, and other team members to ensure accurate and confidential client records
• Conduct research and analyze data to support financial advisers and paraplanners in ongoing advice
• Document ongoing advice and create clear, detailed reports based on input from paraplanners and advisers

Requirements:
• Experience working in the financial services industry
• Dependable and driven by self-motivation
• Strong communication and organizational skills
• Ability to work accurately and efficiently in a fast-paced environment

What We Offer:
• Competitive salary and benefits package
• Opportunities for career growth and development
• Collaborative and supportive team environment
• Recognition and rewards for outstanding performance

How to Apply:
If you are interested in this opportunity, please apply today with your CV and a cover letter outlining your experience and qualifications.

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