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Financial Planning Professional
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Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeWe are seeking a highly skilled Trainee Financial Planner to join our prestigious client-based team in Manchester.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role. No advisory experience is required, as full training is provided.The successful candidate will inherit a client base, which will be increased...
Trainee Paraplanner
2 months ago
We are seeking a highly motivated and hardworking Trainee Paraplanner / Administrator to join our Pensions & Investments Team.
The successful candidate will provide direct support to the Senior Administrator / Paraplanner and report directly to the Team Manager.
Key responsibilities include:
- Providing administrative support to the Pensions & Investments Team
- Assisting with the preparation of financial plans and reports
- Developing skills and knowledge in financial planning and administration
This is an excellent opportunity for a motivated individual to develop their skills and knowledge in a rapidly expanding firm of Chartered Financial Planners.