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Permanent

Junior / Trainee Paraplanner (Bespoke Advisory)

Auchterarder
money-bag 25000.00-25000.00 Annual
3022019773
Posted 2 weeks ago

Junior / Trainee Paraplanner (Bespoke Advisory) 25,000- 30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits AuchterarderAre you a looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, specialist training , study support and a range of quick progression opportunities to senior roles? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will receive full training to become a paraplanner. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This exciting, collaborative role would suit an aspiring paraplanner looking to kickstart their career within a growing company offering full specialist training and a range of progression pathways. The Role:Support advisors with financial advisory projectsWrite reports, carry out research and cashflow modellingLiaise with colleagues and clientsUse bespoke systems

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