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Trainee Paraplanner

Newcastle, Staffordshire
Job Type
1 Sep 2022
I am recruiting for a Trainee Paraplanner to join a well established wealth management company. This is a permanent position that is full time based in Newcastle Under Lyme. You will be apart of a fantastic team that has been in business since 1982. Main Purpose of the Role: • Eventually be able to work with the senior team to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by advisers.• To support the Paraplanning team in the preparation of client reports• To work towards full Paraplanning duties within the Paraplanning team• To provide support to the adviser team on technical matters.• To write suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand). You will receive an excellent benefits package, along with the genuine possibility of career progression. For more information, please apply now to see the full job description and have a confidential discuss regarding this role. If you would like to know how we will store and process your data, please visit The Recruitment Groups home page to read our GDPR Data Protection Statement
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  • Job Reference: 701341024-2
  • Date Posted: 1 September 2022
  • Recruiter: The Recruitment Group
    The Recruitment Group
  • Location: Newcastle, Staffordshire
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent