This highly reputable Chartered Financial Planners firm based in Milton Keynes are currently seeking a Trainee Paraplanner to join their team. You will be an articulate and highly driven individual who is a key team player. In return you will be joining a company that offer excellent career progression opportunities and pride themselves in providing a great working environment.
Initially the role will be to provide admin support such as new business, general admin and servicing, with the addition of being trained in the paraplanning role, with the expectation that you will become Diploma qualified.
- Previous Financial Services industry experience
- Excellent reporting skills & attention to detail
- Good oral & written communication skills
- Microsoft Office (Outlook, Word & Excel, Powerpoint)
- Ideally you will be in the process of obtaining qualifications or have passed some industry exams already.