Paraplanner Trainee
1 week ago
About the Role:
We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.
As a Trainee Paraplanner, you will be responsible for providing high-quality administrative support to our wealth management team.
Key Responsibilities:
* Assist in the preparation of client reports and presentations
* Maintain accurate and up-to-date records of client information
* Provide administrative support to the wealth management team
Benefits:
* 25 days holiday
* Employer Pension Contribution
* Opportunity to develop your skills and knowledge in the financial services industry
About Us:
Brook Street UK is a leading provider of high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast.
If you are a motivated and organized individual with a passion for the financial services industry, we would love to hear from you.
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