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Trainee Paraplanner

Norwich

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects.

Responsibilities:

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews

Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner

Liaise with providers and other third parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

Previous experience within a Financial Planning role

Professional communication manner, both written and verbally

Any Financial Services qualifications are desired

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