The following job is no longer available:
Trainee Paraplanner

Trainee Paraplanner

Posted 13 March by Edward Bond Easy Apply Ended

We are looking for a Junior Paraplanner to join our highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Junior Paraplanner you will also be given the chance to attain Industry qualifications.

Your responsibilities will include:

-Providing administrative support to Paraplanners and Advisers.

-Provide support in the analysis and reviewing of; pension transfers, income and flexi-access drawdown and ISAs.

-Developing and maintaining technical and industry knowledge to ensure continual development.

-Collating client information, and preparing documents for client meetings.

As a Junior Paraplanner you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You must possess excellent written and verbal communicative and numerate skills, be a pro-active team player and be able to work on your own initiative. Applicants from any academic discipline will be accepted. A 2:1 is desirable but not essential.

para planner

Required skills

  • Administrative
  • Investment
  • Wealth Management

Reference: 33066784

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job