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Permanent

Trainee Paraplanner

Redditch
money-bag 37000.00-37000.00 Annual
3088854654
Posted 2 days ago

About the Role A top-rated, client-focused financial planning firm is seeking a Trainee Paraplanner to join their office-based team a rare, standout opportunity to gain hands-on experience and build a rewarding career in financial planning. You''ll join a collaborative, supportive environment where quality advice and client service come first. Please note this is a full time office based role.What You''ll DoSupport Financial Advisers with research, analysis, and report preparationAssist in suitability, protection, and annual review reportsGather and analyse client financial informationLiaise with pension, investment, and insurance providersMaintain accurate client records and back-office systemsSupport ongoing client servicingCandidate ProfileStrong attention to detail and organisational skillsConfident communicator with a professional approachKeen interest in financial planning and wealth managementPrevious financial services or administrative experience is beneficial but not essentialMotivated to learn and develop technical expertiseWhat''s on Offer35-hour working week with early finish on Fridays26 days holiday plus bank holidays and holiday purchase schemeContributory pension and death-in-service benefitOngoing professional development support, including funding towards Diploma examsTo Apply For more information or to submit your CV, contact:Ellie Sedgwick IDEX ConsultingVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information ..... full job details .....

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