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Trainee Paraplanner

MB Fitzgerald
Pay: On Application
Location: South Wales South Wales United Kingdom
Category: Graduate
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time , Daytime Work
Job reference: E03374900
Financial Services 2019-12-01 2019-12-22

Job Description

A boutique HNW practice based on the outskirts of Cardiff is seeking a Trainee Paraplanner to join their Financial Planning team.

You will take on a varied role and provide technical administration support as well as some paraplanning duties to the advisers/directors. You will be dealing with HNW clients, providing technical support and managing the administration of the business efficiently.

You will have worked in a similar position and hold a good level of product knowledge. The successful candidate will ideally have some market qualified candidates but this is not essential.

This is a good opportunity to join a company that has grown over the past few years and has plans to grow even father. You will have an interest in contributing to a growing business giving you potential progression prospects.

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