Trainee Paraplanner (Financial Services)
£27,000 - £35,000 DOE + Pay and Role Progression + Qualification Support and Training + Private Medical Insurance + Performance Based Bonus
Location: Penrith
Are you looking to advance your career in finance and become a qualified paraplanner or financial advisor?
This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.
This role would suit someone with some previous experience or knowledge of the finance sector, who is keen to progress their career and take advantage of the fantastic training and qualification support on offer.
Duties include:
1. Assisting in drafting financial documents
2. Preparing financial reports
3. Analysing portfolios and assets
4. Learning all key functions involved in financial advising
The Role:
1. Liaise with clients to gather necessary information and clarify financial matters
2. Prepare reports and presentation materials for client meetings
3. Offer research and analysis based recommendations for financial advisors
4. Assist with the analysis of risk assessments, portfolio performance, and asset allocation
5. Collaborate with other financial planners and paraplanners while keeping up to date on industry regulations and relevant laws that influence financial planning
The Person:
Relevant degree or experience in the finance sector is preferred but not essential.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. #J-18808-Ljbffr