Tuesday, March 8, 2016

Trainee Paraplanner





Our client is a well respected international financial planning business with offices in London. This organisation provide financial advice to private clients in London and non doms who have moved abroad.


Their current requirement is for a Trainee Paraplanner to join the business to provide support to a leading Financial Planner.


You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Trainee Paraplanner you will work closely with a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.


To be considered for this opportunity you should have previous experience within a financial planning administration capacity. Candidates will have ideally started their CII exams although this is not a necessity. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.



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