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.