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Trainee Paraplanner

Location: HORSHAM, WEST SUSSEX, UNITED KINGDOM Salary: 27,000.00-29,500.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 year ago Reference: X3-200097

My client is an extremely successful wealth management practice, with a team of experienced specialist expertise, who provides help to clients to better their financial position.

My client is looking to expand their team and seeking a Trainee Paraplanner to join their Horsham team. Ideal candidates will come from an experienced background in Financial Services.


Full study support towards the Level 4 Diploma in Financial Planning available


Duties as followed:

Prepare the draft recommendation report for sign off by the adviser.

Obtain personal illustrations

To provide research suitable products based on clients circumstances and requirements

Prepare ongoing service reports for advisers

Offer research services to advisers for specialist cases


Skills / Experience Required:

Knowledge of the Financial Service Industry is essential

Time management and accuracy skills

Ability to work on own initiative

Good communication skills, verbal and written


This is an excellent opportunity for a Trainee Paraplanner to join a successful wealth management practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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