Apprentice Paraplanner

Assisting in the preparation of suitability reports Providing technical support to Financial Planners and clients Supporting the team with ongoing client servicing and administration Gaining exposure to complex financial planning cases Building your technical knowledge and progressing towards a Paraplanner role

Training:

Online

Training Outcome:

This role is intended to lead into a full-time Paraplanning role, with the potential for further progression in the future.

This is NOT a trainee financial planner role.

Employer Description:
Independent financial planning underpinned by a risk-targeted investment portfolio strategy constructed specifically for private clients and trustees

Working Hours :
09.30 - 16.15 45 minutes for lunch

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working