Trainee Paralplanner

Location London
Discipline: Business Support Recruitment
Job type: Permanent
Salary: £25,000
Contact email:
Published: about 2 months ago

Looking to kickstart your career within Finance and Wealth Management?

We are working with a Private Wealth Management firm, based in South Woodford - Walking distance from the Central Line

Supporting a team of Advisors, who specialise in investments, pensions and ISAs - you will be in a client facing role, looking after the administrative side of their projects. Other responsibilites would include;

  • Liasing with external companies to gather information

  • Working on basic cases, writing up notes and proposals

  • Attending client events

  • Client Services/Account Management requests

This is a great role for someone who wants to learn and progress within the Finance world - a positive working attitude, confidence on the phone/ face to face and a good understanding of admin processes is all you need to do well!