Job Description

We are currently recruiting for a highly regarded Financial Planning practice based in Witney who are looking to recruit a Trainee Paraplanner.

Main Purpose of the Role:

  • Eventually be able to work with the senior team to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by advisers.

  • To support the Paraplanning team in the preparation of client reports

  • To work towards full Paraplanning duties within the Paraplanning team

  • Train to be able to write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand), guided and supported by senior team and line manager.

  • To provide support to the adviser team on technical matters.

  • To ...

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