The Client
An established and widely known Wealth Management firm based in GUILDFORD.
The Role
A fantastic opportunity for someone to start their career as a Paraplanner.
The Trainee Paraplanner will work alongside experienced Paraplanners in actively supporting Wealth Planners in a successful and highly reputable wealth management business. This role will offer the opportunity to sit Financial Planning exams.
The Trainee Paraplanner will undertake research, based on the information gathered by the Wealth Planner to enable the Wealth Planner to recommend a suitable solution to meet the clients needs and objectives with a positive outcome.
The Trainee Paraplanner will undertake accurate calculations and cash-flow modelling and prepare suitability reports and letters for the Wealth Planners to provide their recommendation to clients.
The Trainee Paraplanner will ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
The Trainee Paraplanner will draft and co-ordinate technical documents and research for client p...