Burnley Financial Planners is seeking a Trainee/Junior Paraplanner to support advisers and senior paraplanners. The role involves client meetings, basic suitability reports, research on financial products, and implementing recommendations, along with general administrative duties.
The ideal candidate will have IFA administration experience and be working towards an L4 diploma; knowledge of pensions, investments and protection products is beneficial.
#J-18808-LjbffrTrainee Paraplanner: Grow in Financial Planning 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