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Permanent

Financial Services Administrator/Trainee Paraplanner

Cheshire
money-bag 25000.00-25000.00 Annual
3127755978
Posted 3 days ago

Financial Services Admin / Trainee Paraplanner Boutique Wealth Management Practice CheshireAre you currently working in Financial Services and looking to take the next step in your career?Perhaps you''re working in Financial Planning Administration, Sales Support, Client Services, Compliance, or a similar role and are keen to move into Paraplanning?Our client, a highly respected boutique wealth management firm in Cheshire, is looking for an ambitious individual to join their team and develop into a Paraplanner.Why this opportunity?This is more than just a job move-it''s a genuine career development opportunity. You''ll receive hands-on training, mentoring from experienced professionals, and support towards achieving your professional qualifications.Study support and development opportunities are available for candidates working towards, or keen to begin, their Level 4 Diploma.What you''ll be doingSupporting the Financial Planners and Paraplanning teamConducting research across pensions, investments and protection productsAssisting with suitability reports and client recommendationsPreparing client review packs and documentationDeveloping your technical knowledge and financial planning expertiseLearning the skills required to become a successful ParaplannerWhat we''re looking forExperience within Financial Services, such as:Financial Planning AdministrationSales SupportClient ServicesComplianceWealth Management SupportA genuine interest in financial planning and technical ..... full job details .....

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