REED
Gloucestershire, UK
Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have an opportunity for a Trainee Paraplanner to join either of their offices due to expansion. In this role you will be responsible for providing excellent service to the firms Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the clients financial objectives. This role is ideal for someone who has started studying towards their Level 4 Diploma and/or looking to for the opportunity to learn and develop in to a Paraplanner role. Training and Technical Knowledge• Following your Trainee Paraplanner Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seek out opportunities for further development.• Successful completion...