Trainee Paraplanner β€” Hybrid Role with Study Support in Cardiff

Trainee Paraplanner β€” Hybrid Role with Study Support in Cardiff

Cardiff Trainee 25000 - 32000 Β£ / year (est.) No working from home possible
Recruit Wealth Ltd

At a Glance

  • Tasks: Support Financial Planners by producing reports and conducting product research.
  • Company: Join a high-performing financial planning team at Recruit Wealth Ltd in Cardiff.
  • Benefits: Enjoy 25 days holiday, study support, and a flexible hybrid work environment.
  • Other info: Great opportunity for growth in a dynamic and collaborative setting.
  • Why this job: Kickstart your career in finance with a supportive culture and professional development.
  • Qualifications: No prior experience needed; just a passion for finance and learning.

The predicted salary is between 25000 - 32000 Β£ per year.

Recruit Wealth Ltd is seeking a Trainee Paraplanner in Cardiff to join their high-performing financial planning team. As a crucial support to Financial Planners, you will produce quality suitability reports, conduct detailed product research, and maintain client records.

This role offers comprehensive study support, 25 days annual holiday plus more, and a hybrid/flexible work environment. The company is recognized for its supportive culture and commitment to developing professionals.

Trainee Paraplanner β€” Hybrid Role with Study Support in Cardiff employer: Recruit Wealth Ltd

Recruit Wealth Ltd is an excellent employer for aspiring financial professionals, offering a supportive culture that prioritises employee development and growth. With comprehensive study support, a generous holiday allowance of 25 days, and a flexible hybrid work environment in Cardiff, you will thrive in a high-performing team dedicated to your success.

Recruit Wealth Ltd

Contact Details:

Recruit Wealth Ltd Recruitment Team

We think you need these skills to ace Trainee Paraplanner β€” Hybrid Role with Study Support in Cardiff

Report Writing
Product Research
Client Record Management
Attention to Detail
Financial Planning Knowledge
Communication Skills
Analytical Skills