Are you a confident outgoing graduate of any course, looking to get into the finance industry?
This is a fantastic opportunity for a highly organised graduate, enthusiastic about finance and wealth management, looking to join a large wealth management company as a Graduate Paraplanner. Your focus will be on assisting the team with financial administrative tasks.
As a Gradate Paraplanner you will gain exposure to core business analysis functions such as documentation and data entry. This will grow your knowledge of their industry and provide the opportunity to learn, understand, and grow with the business.
There will be plenty of opportunity to develop your skills in finance, as well as communication, data entry and report writing.
Responsibilities
- Report writing
- Pension transfers
- ISA transfers
- CRM inputting
- Booking meetings
- Writing minutes
Essential Skills
- Exceptional written and spoken communication
- Flexibility
- Analytical mindset and experienced with data
- Good Maths skills
- Client relationships
- Adopts a problem solving mentality
Desired
- Applications from any degree
- You are interested in wealth management/finance
The company will fund a Diploma in Financial Planning