Position: Trainee ParaplannerLocation: Welwyn, Hertfordshire (Hybrid)Salary: £32,500, depending on experience
This company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects.
As a Trainee Paraplanner you'll be working closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your days will be filled with:
* Annual review meeting preparation
* Preparing information for Paraplanners to conduct suitability letters
* Client engagement and communication
* Compliance & Documentation
* Team Collaboration with the Administrators
We're looking to speak with individuals who have:
1. 2+ years of working in a Financial Advisory practice, in an Administrator, Trainee Paraplanner or similar capacity
2. A genuine interest in financial planning and wealth management.
3. Knowledge of UK Compliance ...