At a Glance
- Tasks: Assist experienced Financial Planners with research and client information gathering.
- Company: Established financial planning firm with a supportive team environment.
- Benefits: Long-term career development and hands-on training in financial planning.
- Other info: Great opportunity for growth within a respected firm.
- Why this job: Kickstart your career in finance and learn from industry experts.
- Qualifications: No prior experience needed, just a passion for finance and learning.
The predicted salary is between 25000 - 32000 £ per year.
mbf is looking for a Trainee Paraplanner in Nelson, Lancashire.
This office-based role is designed as a long-term development path within a well-established financial planning firm, not a trainee adviser position.
You'll work alongside experienced Financial Planners, gradually taking on research, client information gathering, and reporting tasks as you develop into a professional paraplanner.
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Trainee Paraplanner: Start Your Career in Financial Planning employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
