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Trinnovo Group
ParaplannerTrinnovo Group • Crawley, West Sussex, West Sussex, UK
Paraplanner

Paraplanner

Trinnovo Group • Crawley, West Sussex, West Sussex, UK
27 days ago
Job type
  • Full-time
Job description

Hybrid Working | Crawley

An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.

This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.

This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.

The Opportunity

You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.

The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.

Key Responsibilities
  • Support Financial Planners by pro...

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Paraplanner • Crawley, West Sussex, West Sussex, UK

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