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As a Trainee paraplanning your responsibilities will include " Preparing and maintaining detailed client files and records " Preparing annual reviews " Preparing reports and recommendations " Assisting financial advisors in their duties " Completing general admin tasks " Interest in moving into the financial services sector " Strong numerical and written skills " Good organisation skills " Admin experience " sales driven and desire to learn and grow In return for your services, you will receive a competitive salary along with a generous benefit package. The role also offers the chance to progress further into the role of a paraplanner and offers support if you wanted to work towards your financial advisoryqualifications on the path to becoming a financial advisor.