Trainee Paraplanner
Advance Search & Selection Ltd
Tunbridge Wells, Kent, United Kingdom
5d ago

Trainee Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.

Duties will include provider liaison, client communications, valuations, research, database management and the preparation for and attendance at client meetings.

This is an ideal role for someone who has Financial services experience in an administration role and wanting to take the next step into paraplanning as full training will be provided and study towards the industry Level 4 exams.

Advance Search & Selection Ltd is a recruitment agency that specialises in Financial Services recruitment and has done for over 18 years.

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