Paraplanning Trainee

1 month ago


Cranbrook, Kent, United Kingdom Brook Street UK Full time
Job Title: Trainee Paraplanner

We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.

Company Overview: Our client specialises in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast.

Key Responsibilities:

  • Support the paraplanning team in providing administrative assistance
  • Assist in the preparation of client reports and presentations
  • Contribute to the development of client relationships
  • Participate in ongoing training and professional development

Benefits:

  • 25 days holiday
  • Employer Pension Contribution

Requirements:

  • Relevant experience working in the financial services industry
  • Excellent administrative and organisational skills
  • Strong communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A supportive and dynamic work environment

APCT1_UKTJ



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