Financial Planning Assistant
2 days ago
We are seeking a dynamic and ambitious individual to join our team as a Paraplanner Trainee. As a key member of our Financial Divisions, you will play a crucial role in supporting our wealth management team and contributing to the growth and success of our business.
Key Responsibilities:- Assist in the preparation of suitability reports and client-facing documents
- Support the LOA process and ensure compliance with regulatory requirements
- Contribute to the development of new business research and client relationships
- Participate in review meetings and provide updates on client portfolios
- Current wealth management experience with evidence of RO passes
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Fantastic training and mentoring programme
- Study support to complete RO exams and gain CII Level 4 Diploma
- Opportunities for career progression and professional development
For more information, please contact Camilla Howden.
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