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Junior Financial Planner

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Job Overview

About the Company

A reputable and well-established Wealth Management organization specializing in Discretionary Investment Portfolios.

Position Summary

The Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a successful and esteemed wealth management firm. This position presents a valuable opportunity to pursue Financial Planning qualifications.

Key Responsibilities

  • Assist in the preparation of financial plans and reports.
  • Support experienced Paraplanners in their daily tasks.
  • Engage in continuous learning and development in financial planning.

The Trainee Paraplanner will engage in various tasks that contribute to the overall success of the team while gaining insights into the wealth management industry.


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