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Permanent

Trainee Paraplanner

Wakefield
money-bag 25000.00-25000.00 Annual
3035888843
Posted Yesterday

Junior Paraplanner: Technical Development RoleLocation: WakefieldSalary: 25,000 - 28,000 (Up to 15% Bonus)About Navigation Wealth Management (NWM)At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People (Navigation IS Family). As a rapidly growing Partner Practice, we are dedicated to investing in our team''s development, providing clear paths for professional growth and reward.We are actively expanding and invite a highly motivated individual to join our team as a Junior Paraplanner to grow with us.The Opportunity: Develop Your Paraplanning CareerThis role is perfectly suited for an ambitious individual who has experience of technical report writing and has already achieved the RO1 qualification (or higher) and is committed to pursuing further professional qualifications (e.g., Diploma in Regulated Financial Planning).As a Junior Paraplanner, you will receive hands-on training and work directly alongside our experienced Paraplanners, Financial Advisers, and Directors. You will build your technical foundation, learn the entire advice process, and gain critical experience in research, analysis, report writing and the use of AI systems.Core Responsibilities: Learning and SupportUnder the guidance of senior staff, your responsibilities will focus on foundational technical support and administrative tasks:Case Analysis Support: Assist in ..... full job details .....

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