Trainee Paraplanner

Recruiter
Advance Search & Selection Ltd
Location
Tunbridge Wells
Posted
14 Apr 2018
Closes
17 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Trainee Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.

Duties will include provider liaison, client communications, valuations, research, database management and the preparation for and attendance at client meetings.

This is an ideal role for someone who has Financial services experience in an administration role and wanting to take the next step into paraplanning as full training will be provided and study towards the industry Level 4 exams.

Advance Search & Selection Ltd is a recruitment agency that specialises in Financial Services recruitment and has done for over 18 years.

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