Paraplanner Trainee Office Based

3 weeks ago


Gateshead, Gateshead, United Kingdom Office Angels Full time
About Our Organisation:
Our client is a renowned organisation in the financial services industry, providing bespoke wealth planning solutions to clients across the UK. They take pride in their commitment to delivering exceptional service, building strong relationships, and supporting their clients' financial goals. This opportunity is ideal for those looking to start or advance their career in the financial services industry, with opportunities for growth and development within a dynamic team.

Key Responsibilities:
In this role as a Trainee Financial Paraplanner, you will be responsible for assisting our wealth advisers with client management, generating technical reports, and maintaining accurate records. You will also contribute to the preparation of recommendation reports and provide administrative support to our team. To succeed in this role, you will need excellent communication skills, strong organisational abilities, and a passion for learning and development. If you are eager to develop your career in the financial services industry, we would love to hear from you.

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