Trainee Paraplanner

3 Days Old

Trainee Paraplanner Sheffield £27,000 - £33,000 We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements Discuss the client's needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast Reports What do we need from you? Previous experience of working in financial planning A good knowledge across ...
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Location:
Sheffield
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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