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Trainee Paraplanner

Posted 20 July by Ortus PSR
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£18,000 - £25,000 per annum
Wrexham , Clwyd

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Trainee Paraplanner

Location: Wrexham

Salary: £18,000 - £25,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and other 3rd parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

Reference: 44399951

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