Switch Recruitment is seeking a Trainee Paraplanner for a reputable financial advisory client in the United Kingdom. The role provides planning support to Financial Planners and services to both private and corporate clients.
Responsibilities include assisting with client valuations, drafting reports, liaising with insurers, and ensuring records and checks are completed. Ideal candidate has wealth management exposure and strong communication skills.
#J-18808-LjbffrTrainee Paraplanner: Wealth Planning Support and Growth employer: Switch Recruitment
At Switch Recruitment, we pride ourselves on being an exceptional employer that values the growth and development of our employees. Our collaborative work culture fosters innovation and creativity, while our competitive salary and bonus scheme ensure that your hard work is rewarded. Located in a vibrant area, we offer unique opportunities for networking and professional advancement, making us the ideal place for those looking to make a meaningful impact in the employee benefits consulting field.
