Trainee Paraplanner

Hours: Mon - Fri 9am - 5pm

Are you a passionate administrator with experience working in the financial services industry?

My client specialises in providing high quality bespoke wealth management advice to individuals, families, trustees and businesses throughout the Southeast.

Benefits:

• 25 days holiday
• Employer Pension Contributions
• Annual paid volunteering day
• Cycle scheme
• Birthday off after 1 years' full service (if falls on a working day)
• Apprenticeship scheme with a view to achieving the "CII Certificate in Paraplanning" qualification
• Health Care after 1 year

Key Responsibilities:

• Assit the paraplanning team with tasks like data entry, file organisation, document preparation and more.
• Work closely with financial advisers, paraplanners, and other team members.
• Keep client records accurate and confidential, following data protection rules.
• Collaborate with financial providers to gather needed information and documents.
• Conduct research, analysing data to support the financial advisers and paraplanners in ongoing advice.
• Document ongoing advice and create clear, detailed reports based on input from paraplanners and advisers.

We're looking for:

• Someone who is looking for a career working in the financial services industry.
• Dependable and driven by self-motivation.

If you are interested in this opportunity, please apply today with your CV!