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Job Location | Sheffield |
Education | Not Mentioned |
Salary | £25,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title:Trainee ParaplannerIndustry:Financial ServicesLocation: SheffieldSalary:Up to £28,000Job Reference: 8972Reference Number:Looking to step into a paraplanning role and develop your technical knowledgeHave a strong administrative core in financial planning and looking for a new challengeRecruit UK is working with a firm that surpasses traditional IFA services. As Discretionary Investment Managers and Financial Advisors, they excel in effective investment management and financial planning tailored to their clients goals and aspirations.Their ethos revolves around accessibility and transparency. Clients find them approachable, fostering an environment where questions are encouraged and answered with clarity.As a trainee paraplanner, you will be responsible for providing support to the firm’s financial advisors by preparing and maintaining client files, writing suitability reports, and conducting analysis and calculations, amongst other tasks.This is an excellent opportunity for a motivated individual who is looking to join a dynamic team that is committed to delivering an exceptional service to their clients.Benefits: