TrinityBridge is seeking a proactive professional to support Financial Planners in data collection, product research and the preparation of application forms and supporting literature. You will obtain policy information, produce new business illustrations using software, and prepare information for analysis by the Paraplanner and Planner.
Strong IT skills (Word/Excel) and familiarity with X-Plan and Iress are desirable.
#J-18808-Ljbffr
Assistant Paraplanner - Launch Career in Financial Planning employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
