Castell Wealth Management is seeking two Financial Planning Apprentices to join the team in City of London. You will work with Financial Advisers, Paraplanners and administrators to gain practical experience across the financial advice process while studying for Level 4 Paraplanner and Financial Planner apprenticeships.
Under supervision you will conduct research, liaise with providers, maintain client data, and assist in preparing files and suitability reports, while progressing through R01–R06
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Contact Details:
CASTELL WEALTH MANAGEMENT LIMITED Recruitment Team
