Trainee Paraplanner

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Mitchell Hall Consulting
ScreenedHybridFull TimeJust posted
Knutsford, Cheshire
£30,000 - £33,000/annum
Posted Today
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About the role

Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to £33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview

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