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About the Role
Job Title: Junior Paraplanner
Salary: £28,000 - £30,000
Location: Dorking
Term: Permanent
An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey.
Main Purpose & Scope of the Junior Paraplanner Role:
The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance.
The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creat...
Salary: £28,000 - £30,000
Location: Dorking
Term: Permanent
An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey.
Main Purpose & Scope of the Junior Paraplanner Role:
The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance.
The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creat...
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