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Permanent

Trainee Paraplanner

Knutsford
money-bag £30000 - £33000/annum Plus benefits
225478352
Posted 1 week ago

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!!!

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