Trainee Paraplanner Rare Opportunity
We are currently working with this outstanding IFA firm, who are recruiting for a Trainee Paraplanner to join them in their central Bristol office. This is a great opportunity for a competent and ambitious IFA Sales Support to take the next step. Trainee Paraplanner roles are very rare to market and my Client will provide full training and exam support.
Working in partnership with the Advisors and Senior Paraplanner, you will be liaising with Clients and third party providers to ensure that excellent service is provided at all times.
You will be responsible for researching, analysing and compiling suitability reports in line with Advisor requirements, whilst maintaining compliance standards.
Preferably you will have started your journey towards becoming Diploma qualified and have a good working knowledge of Pensions and Investments.
This is an excellent opportunity to forge a progressive career within a very successful and well regarded business, who offer a great benefits package and genuine career progression. If you have the relevant skills, please do apply today!