Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm? Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
Why This Role?
* Work closely with experienced Financial Advisers in a collaborative, small-firm environment.
* Get involved in a variety of tasks, from report writing and cashflow modelling to in-depth research and documentation processing.
* Enjoy the opportunity to deepen your expertise in financial planning while making a tangible impact on the firm’s high-net-worth clients.
Key Responsibilities:
* Prepare financial reports and assist in crafting advice documentation.
* Conduct thorough research to support pension, investment, and estate planning.
* Aid with cashflow modelling and maintaining client records on back-office systems.
* Provide ongoing support to the Financial Adviser, with some administrative tasks as needed.
Your Skills & Experience:
1. Proficiency in Microsoft Office Suite.
2. Ideally, experience with systems like Quilter, Intelligent Office (iO), FinCalc, and O&M.
3. Strong attention to deta...