Trainee Paraplanner

Posted 2 January by MB Fitzgerald
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A boutique HNW practice based in the City is seeking a Trainee Paraplanner to join their Financial Planning team.

You will take on a varied role and provide technical administration support as well as some paraplanning duties to the advisers/directors. You will be dealing with HNW clients, providing technical support and managing the administration of the business efficiently.

You will have worked similar role and hold a good level of product knowledge ideally with some knowledge of corporate pensions but not essential. The successful candidate will be CertPFS qualified, and previous basic report writing skills is desirable.

This is a good opportunity to join a company that is planning to expand in the near future; you will have an interest in contributing to a growing business giving you potential progression prospects.

Reference: 28940264

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