Junior Paraplanner

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters
Job Title:
Junior Paraplanner ( 3 Month Contract)
Location:
Leatherhead
Salary:
£30,000 to £35,000 depending on qualifications and experience
About the Company:
Our clientsare seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner. In this role, you will work closely with senior paraplanners and financial advisors to assist in the preparation of financial plans and reports for our clients. The ideal candidate will have Financial services experience.
What Your Day to Day Duties Will Include:
Assist in the preparation of financial plans and reports for clients, including gathering client data, conducting research, and analysing financial information.
Support senior paraplanners and financial advisors in developing recommendations and strategies to meet client goals and objectives.
Prepare draf...