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Junior/Trainee Paraplanner

Posted 5 February by Drew Chapman Search and Selection Ended

This a very unique and newly created opportunity for an individual looking to build on their experience and take the next step in their career as a Junior Paraplanner.

This is an all encompassing and varied position but some of the main requirements are:

  • Completing annual review reports for clients
  • Attending client meetings
  • Product research
  • Completion of suitability letters

This vacancy is based with a very friendly and professional organisation, who work together as an effective team.

In order to be considered for this role, the successful candidate will possess the following:

  • Previous experience gained within the financial planning arena
  • Excellent attention to detail
  • Ideally underway with professional qualifcations already and possesses the willingness and ambition to complete further exams (sponsored by the company) to achieve DipFS level 4
  • Degree educated (or equivalent) desireable

Apply today for further information!

Required skills

  • Financial Planning
  • Investment
  • Reports

Reference: 34399234

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