Our client is a well-respected financial planning business with offices in Cheltenham. This organisation provides financial advice to HNW and UHNW private clients.
Their current requirement is for a Trainee Paraplanner to join the business to provide support to a team of Senior Paraplanners and Financial Advisers.
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 or similar. 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.