Trainee Paraplanner/Paraplanner - Taunton
Are you a paraplanner looking for an autonomous role where you will be given opportunities to develop personally and professionally?
My client is an award winning financial services company that has a genuine interest in training and developing their staff. The company themselves have a great reputation and are continuing to grow year on year.
As a paraplanner, you will be working towards gaining further qualifications and progressing personally and professionally. Ideally, you will be Level 4 qualified but my client is more interested in your desire to work towards this.
Duties will include:
- Research and Analysis
- Report Writing
- Attend client meetings when required
- Reviewing assessment portfolio, asset allocation, and risk profile ect
- Mentoring team members
Paraplanner, trainee paraplanner, paraplanning, CII, DipFA, DipFP, Level 4, senior administration, IFA, Financial Planning, Wealth Management, report writing, suitability reports, technical support, financial services
If you are interested please contact Keely Parsons on 01179-170-414 and quote reference 11490.