Trainee Paraplanner

Overview

Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner.

Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individual\'s level of experience / capabilities, duties and responsibilities may include :

Responsibilities

• Working closely alongside the Advisers and senior Paraplanners
• Attending client meetings
• Preparing basic suitability reports
• Research & analysis of financial products to meet client requirements
• Preparing recommendations & implementing client recommendations
• Administrative duties

The Person

Benefits

In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

#J-18808-Ljbffr