Trainee Paraplanner (Financial Services)

Trainee Paraplanner (Financial Services)

27,000 - 35,000 DOE + Pay and Role Progression + Qualification Support and Training + Private Medical Insurance + Performance Based Bonus

Penrith

Are you looking to advance your career in finance and become a qualified paraplanner or financial advisor?

This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.

This role would suit someone with some previous experience or knowledge of the finance sector, who is keen to progress their career and take advantage of the fantastic training and qualification support on offer.

Duties include assisting in drafting financial documents, preparing financial reports, analysing portfolios and assets, and learning all key functions involved in financial advising.

The Role:

• Liaise with clients to gather necessary information and clarify financial matters
• Preparing reports and presentation materials for client meetings
• Offering research and analysis based recommendations for financial advisors
• Assisting with the analysis of risk assessments, portfolio performance and asset allocation
• Collaborating with other financial planners, paraplanners and keeping up to date on industry regulations and relevant laws that influence financial planning

The Person:

• Relevant degree or experience in the finance sector is preferred but not essential

Reference Number: BBBH17550

Keywords: Financial, Finance, Planning, Advisory, Advising, Training, Qualified, Training, Tax, Investment

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.