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An exciting opportunity for a Trainee Paraplanner has opened at a reputable IFA firm that specialises in all aspects of savings, investments, pensions, and retirement planning for both corporate and private clients.
They pride themselves on the highest level of personal advice and professionalism that they provide to each and every client.
Responsibilities:
Writing technical recommendation reports, conducting technical research and analysis, reviewing client files upon completion of business, and providing relevant documentation ahead of client meetings.
Benefits:
Requirements:
Report Writer, Financial Planner Associate, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new role.