Economics Graduates - Launch Your Paraplanning Career!
We are working with one of the Regions leading IFAs.
They are a dynamic and growing financial services firm dedicated to providing exceptional advice and tailored solutions to their clients.
We are looking for bright and enthusiastic Economics Graduates to join the team as a Trainee Paraplanner.
This is a fantastic opportunity to start your career in financial services and develop valuable skills within a supportive and collaborative environment.
About the Role:
As a Trainee Paraplanner, you will play a crucial role in supporting our Financial Advisors by preparing financial plans and conducting research.
You will gain hands-on experience in all aspects of the paraplanning process, working closely with experienced professionals who will mentor and guide you.
Your analytical skills and understanding of economic principles will be invaluable in this role.
Key Responsibilities (with training and support):
Assisting in the preparation of financial plans, including cash flow modelling, investment analysis, and retirement planning.
Conducting research and analysis on investment products, market trends, and regulatory changes.
Preparing client reports and presentations.