Paraplanning Trainee

We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide comprehensive support to our advisory team, assisting with client information, preparing reports, and liaising with other teams.

• Provide administrative support to our Paraplanners and Advisors
• Assist in ensuring all client information is up to date for analysis review
• Prepare client reports and presentations
• Liaise with other teams internally and externally
• Ensure all paperwork is compliant with company guidelines

• Experience or keen interest in financial services
• Thorough approach to work, with good attention to detail
• Strong organizational skills and ability to prioritize tasks
• Excellent written and verbal communication skills
• Accurate and numerate
• Diploma in Regulated Financial Planning (desirable but not essential)

We offer a competitive salary, excellent benefits package, and outstanding training and development opportunities. If you are a motivated and organized individual looking to develop your career in financial services, please apply.

Search is an equal opportunities recruiter and welcomes applications from all suitably skilled or qualified applicants.