Working towards Paraplanner status with full training on all aspects of financial planning, working alongside a senior Paraplanner and two administrators, supporting two advisers.
The successful candidate will be expected to be able to assist with administrative duties but with the expectation that over time will be capable of detailed research, report writing and day to day involvement in the varied aspects of financial planning.Requirements and prospects Desired skills
- Computer literate
- Personable - MUST be able to work in a team, be friendly and good with customers and fellow colleagues
- Hard working and willing to learn
- A-levels, minimum 2 at grades A*-C
- ICT BTEC or higher