We are seeking a highly motivated and organized individual to join our paraplanning team as a Trainee Paraplanner. As a key member of our team, you will assist in various tasks, including data entry, file organization, and document preparation.

• Support the paraplanning team with administrative tasks, ensuring accuracy and confidentiality of client records.
• Collaborate with financial advisers, paraplanners, and other team members to deliver high-quality services.
• 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.

• Experience working in the financial services industry.
• Dependable and driven by self-motivation.
• Excellent communication and organizational skills.

• Opportunity to work in a dynamic and supportive team environment.
• Professional development and training opportunities.
• Competitive salary and benefits package.