Trainee Paraplanner

Job description

Trainee Paraplanner role - leading Wealth Practice!

Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner.

You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties.

A competitive salary package is on offer with this role, to £33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity!

Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning!

Click and apply ASAP as my client is drawing up a short list for interview!!!

Reference 225478352