$28,767 - $31,268 yearly
CV Library
Dorking, Surrey
Trainee Paraplanner
Amazing opportunity for a bright graduate (or equivalent) looking for a career in Financial Services with the additional opportunity to undertake financially supported professional qualifications.
Great benefits package
35 hour week
Monday WFH
Main Purpose & Scope of the Job
Working closely with Financial Advisors and experienced Paraplanners to provide support in the financial planning and investment management process. This role is an excellent opportunity to gain hands-on experience in the financial services industry and progress toward becoming a fully qualified paraplanner.
Helping to evolve the processes of client onboarding and the management of client information. Assisting clients over the phone, face to face or through other communication mediums. Helping to manage general office procedures to ensure processes and duties in the office flow efficiently.
Main Responsibilities/Accountabilities
Client Acquisition
Assist in collecting and...