Trainee Paraplanner

Do you want to work with an industry-leading financial services company?

Do you have an interest in Wealth Management?

This is the opportunity for you!

My client is looking for some fresh talent, to join their forward-thinking company in the paraplanning team………. It is a chance to learn the process of wealth management, work with clients, develop your knowledge and gain valuable experience.

You will develop yourself as a professional and progress a long-term career, my client are dedicated to personal growth and they will give you the tools to enter the pathway of Paraplanning.

The ideal candidate:
- Has a keen interest in wealth management and paraplanning
- Is highly organised with an excellent telephone manner
- Demonstrates strong written and verbal communication skills
- Is proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- This could be great for someone looking to use their finance qualification moving forward, or someone who works in administration and looking to enter the world of IFA.

Does this rare opportunity sound right for you? Apply now for immediate consideration or call James on 01892 540 054 to discuss things further.


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