They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
As a member of the paraplanning team, you will work collaboratively with the financial planners.