Trainee Paraplanner: Path to Senior Financial Planning in Morley

A leading financial services firm in Morley is looking for a Financial Paraplanner to assess and manage business submissions. You will liaise with Financial Advisers and ensure accurate documentation. The ideal candidate should have 1-3 years of experience in Financial Services, ideally have a background in Investment Administration, and be working towards a Diploma in Financial Planning. This role promises opportunities for career advancement and contribution to case management. #J-18808-Ljbffr