Trainee Paraplanner

Salary: £28,000
Hours: 9am-5pm Monday – Friday
Fantastic company benefits: 25 days per annum + 8 bank holidays (increasing 1 day per year after 3 years of service), bonus scheme, pension scheme 4%, private medical insurance, 1 day off each year as a gift for your birthday.
You must be a driver due to the rural office location – this role is not hybrid.

This is a really exciting new opportunity to start a new career! Do you have a minimum of 1 year\’s office experience? Are you looking for growth, progression, training, and stability?

Within this role, you have the opportunity to work towards industry-related qualifications, which are funded and supported by the company to become a qualified Paraplanner.

While office experience is essential, you must also have strong attention to detail, the ability to multi-task and prioritize, very strong organizational skills, exceptional written and verbal communication skills, and proficiency in MS Word, Excel, Outlook, and PowerPoint.

Your duties will include some of the following:

1. Providing technical support on tax, legislation, etc., to clients.
2. Conducting research, data analysis, and preparing reports for Financial Advisers.
3. Ensuring all documents and processes are adhered to.
4. Working closely with Paraplanners and Financial Advisers to provide support and deliver outstanding client service.
5. Preparing accurate and comprehensive financial reports, investment proposals, and analysis.

If you would like to be considered for this position, please send your CV across today.

#J-18808-Ljbffr