Trainee Paraplanner
Switch Recruitment · Trainee Programme
Kettering, Northamptonshire
About this opportunity
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Trainee Paraplanner to join their growing team. Responsibilities: Providing planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Supporting experienced Paraplanners with the drafting …