- Assist with preparing financial reports, recommendations, and analysis for clients as a Trainee Paraplanner
- Research products and financial solutions that meet clients' needs.
- Collaborate with advisers to ensure all documentation meets regulatory standards as a Trainee paraplanner
- Learn to provide technical support and develop your skills in financial planning.
- Strong attention to detail and excellent communication skills.
- Passion for numbers and problem-solving.
- A degree in finance, business, or related field (or working towards one) as a Trainee ParaplannerÂ
- Eagerness to learn and pursue industry qualifications.
- A supportive environment with hands-on training.
- Sponsorship for industry-recognized qualifications as Trainee Paraplanner
- Career development and opportunities to grow within the company.
- Competitive salary and benefits package.