Trainee Paraplanner (Financial Services)
£27,000 - £35,000 DOE + Pay and Role Progression + Qualification Support and Training + Private Medical Insurance + Performance Based Bonus
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 assisting in drafting financial documents, preparing financial reports, analysing portfolios and assets, and learning all key functions involved in financial advising.
The Role:
Liaise with clients to gather necessary information and clarify financial matters
Preparing reports and presentation materials for client meetings
Offering research and analysis based recommendations for financial advisors
Assisting with the analysis of risk assessments, portfolio performance and asset allocation
Collaborating with other financial planners, paraplanners and keeping up to date on industry regulations and relevant laws that influence financial planningThe Person:
Relevant deg...