Junior Paraplanner - Excellent Opportunity!

Posted 12 March by Drew Chapman Search and Selection Easy Apply Featured

An exciting opportunity has arisen for an individual looking to build upon their experience as a Paraplanner and to work within a hugely successful and well respected Financial planning practice.

The main focus of the position is;

  • Provide technical support to include fund research,
  • report writing
  • Obtaining Client Valuations
  • attending client meetings,
  • liaising regularly with providers and clients in addition to
  • some compliance responsibilities.

Suitable applicants must be:

  • Working towards diploma level 4 and have already made some progress with these exams
  • previous experience within the wealth management industry within a supportive capacity
  • committed to becoming a paraplanner
  • a good communicator

In return for your hard work you will receive genuine career progression and assistance with taking further industry qualifications, all based within a friendly and professional environment.

Apply today for more information!

Reference: 34660439

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