Wealth Advisory Support Professional
4 days ago
Join Our Wealth Team:
We're looking for a motivated Trainee Paraplanner to support our wealth advisers in Coulsdon, Surrey.
About the Job:
- You will work closely with experienced wealth managers to deliver exceptional client service.
- Research and prepare comprehensive reports to inform client decisions.
- Develop your skills in paraplanning, administration, and technical support.
What You Need:
- Relevant qualifications, such as CII exams or a Level 4 Financial Planning certificate.
- Experience in administration, paraplanning, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Package: Competitive salary (£33,000 - £37,000 per annum).
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