Trainee Paraplanner

Study Support Clear Career Progression!Are you looking to build a long-term career in financial planning?Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management.The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning.This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner.The OpportunityWorking closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role.Key responsibilities will include:Assisting with client research and analysisSupporting cashflow modelling and financial planning reportsPreparing client review documentation and meeting packsGathering and maintaining client informationLiaising with providers and investment platformsAssisting with suitability reports and recommendationsSupporting Financial Planners with ongoing client ..... full job details .....