A leading Wealth Management firm in Guildford is offering a fantastic opportunity for a Trainee Paraplanner. In this role, you'll work alongside experienced Paraplanners, supporting Wealth Planners and preparing essential documents for client recommendations. The position requires a 2.1 graduate with a strong interest in Wealth Management and a commitment to achieving the RQF level 4 Diploma in Regulated Financial Planning. You will engage in research, report writing, and collaborate with a team to ensure positive client outcomes.
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