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Job Description
CHORLEY
Salary Competitive TypePermanent WorkplaceOn-Site Ref88917Recruiter Managing This Role
Trainee Paraplanner Financial Planning Support
We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing high-quality financial planning reports.
Key Responsibilities:
Interpret adviser client files to understand client needs and translate these into Financial Planning Reports.
Conduct research and analysis to identify suitable providers, products, and investment funds.
Liaise with the Technical Team and Compliance Team to ensure accurate, compliant advice preparation.
Prepare reports within agreed timescales, ensuring accuracy in spelling, composition, and data entry...