Our client in Burnley is seeking a Trainee or Junior Paraplanner to join a prestigious financial planning team. You will work closely with Advisers and senior Paraplanners, attend client meetings, and prepare basic suitability reports.
You will also research financial products to meet client requirements, prepare recommendations and implement them, alongside performing administrative duties. IFA administration experience is essential; a Level 4 diploma is desirable.
#J-18808-LjbffrJunior Paraplanner: Launch Your Financial Advisory Career in Burnley employer: Taylor James Professional Recruitment
Join a prestigious firm of financial planners in Kettering, where you will be supported in your professional growth as a Trainee Paraplanner. With a competitive salary and an extensive benefits package, our collaborative work culture fosters development and encourages you to thrive alongside experienced advisers. This is an excellent opportunity to gain hands-on experience in the financial planning sector while contributing to meaningful client outcomes.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
