Financial Services Trainee
4 weeks ago
Trainee Paraplanner Role
We are seeking a motivated Trainee Paraplanner to support our financial advisers in delivering exceptional client service. As a Trainee Paraplanner, you will assist with preparing financial reports, recommendations, and analysis for clients.
Key Responsibilities:
- Assist with preparing financial reports, recommendations, and analysis for clients
- Research products and financial solutions that meet clients' needs
- Collaborate with advisers to ensure all documentation meets regulatory standards
- Learn to provide technical support and develop your skills in financial planning
Requirements:
- Strong attention to detail and excellent communication skills
- Passion for numbers and problem-solving
- A degree in finance, business, or related field (or working towards one)
- Eagerness to learn and pursue industry qualifications
What We Offer:
- A supportive environment with hands-on training
- Sponsorship for industry-recognized qualifications
- Career development and opportunities to grow within the company
- Competitive salary and benefits package
Pertemps Bond is a forward-thinking company that invests in your success. Apply today to start your journey towards becoming a qualified Paraplanner and make a real difference in people's financial futures.
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