Trainee Paraplanner (High Wycombe)

Posted 8 March by Reed Insurance Featured
A established Wealth Planning Brokerage, based in High Wycombe, are growing and expanding their business. With a wealth of experience in pensions and mortgages, they have an established client base that they continue to grow and expand and are looking to recruit a Trainee paraplanner to join the successful Team.  Form a wealth planning background you will be working towards achieving your Diploma in Wealth Planning and currently ideally have achieved some of the Wealth Planning examiniations.   This is a fantastic oportunity and the client rewards talented individuals. 

The main duties will include working side by side the Paraplanning department and developing your skills and exposure within this area.  This is an excellent opportunity for a candidate within a Wealth Planning environment looking to develop skills further.  Carrying out research you will be speaking to Insurance companies and developing your exposure.   This is a great chance for someone to develop with a well established IFA practice.

To be considered you must be able to demonstrate the following:-

- Currently a Wealth Planning Administrator looking to develop into Parapanning
- Strong background within Wealth Planning Administration

In return our client offers an excellent salary and benefits pacakge 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently working towards Diploma in Financial Planning?
Are you a Senior Wealth Planning Admnistrator within an IFA Practice?
Do you have the Diploma in Financial Planning but no Paraplanning Exposure?

Reference: 34637227

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