UA-185291695-1 Trainee Paraplanner, Jobs, 373

Trainee Paraplanner

Trainee Paraplanner - Cardiff, Wales

Ref: 373Friday 17 December 2021


The Opportunity


If you are passionate about Paraplanning, this is the perfect vacancy for you.


Working directly with the Senior Adviser in the business. You will be writing suitability reports and attending client meetings as you work your way towards the Level 4 Diploma in Financial Planning.


Company Culture


This is a family run and tight-knit business, whose offices are a converted cinema!


On the walls inside you will find Andy Warhol style paintings of Jim Morrison and Marilyn Monroe!


There are employees within the business and as such cultural fit is paramount when deciding on a preferred candidate.


They are an incredibly friendly office, and trips to the dentist and other life admin duties are not required to be undertaken using annual leave.


Early finishes and later starts can be accommodated at request.


In short, they are my favourite client!


What is required?


Proven experience within financial planning administration

Exam progress towards the Level 4 Diploma