Financial Planning Assistant

4 weeks ago


Wakefield, Wakefield, United Kingdom Oval Recruit Full time
Join Our Team as a Graduate Trainee Paraplanner

We are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will be responsible for providing technical support to our advisors and assisting with research, analysis, and reporting on client solutions.

Key Responsibilities:
  • Conduct research and analysis to support the development of client solutions.
  • Assist with the production of high-quality reports and presentations for clients.
  • Develop your knowledge of financial planning and investment products.
  • Support the team with client administration, onboarding, and transactions.
  • Follow up on new business applications and update clients accordingly.
  • Develop your skills in financial planning, research, and analysis.

We offer a friendly and stable office environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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