Our fantastic client based in Tewkesbury are currently recruiting for a Trainee Paraplanner to join their expanding team on a permanent basis.
This is an excellent opportunity to join an organisation who take pride in their business and provide excellent progression opportunities for their staff!
The successful candidate will need to haveprevious experience within Financial Services. Our client in return will provide full training and exam support therefore this role would suit candidate who is working towards Diploma qualified!
Responsibilities/Duties;
-Support the business owner in ad-hoc tasks as required
-Preparation of meeting packs for the Financial Adviser
-Act as a point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships
-Conducting investment portfolio reviews,
-Completing Annual Reports to be issued to our clients
-The completion and analysis of Client CashFlow reports
-Product research and keeping up to date with industry changes
-Act as technical support to the Administrat...