Trainee Paraplanner
6 days ago
Salary: 27,000( Within 12 months of being qualified this will be reviewed )
Location: Leicester
Join Our Team as a Trainee Paraplanner
Are you ready to launch your career in financial services? We're looking for an ambitious Trainee Paraplanner to join our dynamic team and support our financial advisers in delivering exceptional client service as a Trainee Paraplanner.
What You’ll Do:
- Assist with preparing financial reports, recommendations, and analysis for clients as a Trainee Paraplanner
- Research products and financial solutions that meet clients' needs.
- Collaborate with advisers to ensure all documentation meets regulatory standards as a Trainee paraplanner
- Learn to provide technical support and develop your skills in financial planning.
- Strong attention to detail and excellent communication skills.
- Passion for numbers and problem-solving.
- A degree in finance, business, or related field (or working towards one) as a Trainee Paraplanner
- Eagerness to learn and pursue industry qualifications.
- A supportive environment with hands-on training.
- Sponsorship for industry-recognized qualifications as Trainee Paraplanner
- Career development and opportunities to grow within the company.
- Competitive salary and benefits package.
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