SKILLS EDGE TRAINING LTD in Yeovil is seeking an Apprentice Paraplanner to support a team of Independent Financial Advisers. You will help deliver holistic financial planning for private and business clients, ensuring advice is accurate, compliant and tailored to individual needs.
You will contribute to reports, research pensions and investments, and assist with client documentation, meetings, and annual reviews, while building your knowledge in financial planning.
#J-18808-Ljbffr
Trainee Paraplanner for Holistic Financial Planning in Yeovil employer: Training Provider
City College Plymouth is an excellent employer, offering a supportive work culture that values teamwork and professional development. With generous benefits such as 28 days of annual leave and a festive closure, employees enjoy a healthy work-life balance while gaining valuable experience in customer service and administration within a vibrant educational environment.
