Trainee Paraplanner

Updated: June 14, 2024 11:24 AM GMT

The Oakfield Group

Market Harborough

Trainee Paraplanner

Job Summary:

We are looking for a detail-oriented indivdual to join our team and provide crucial support to our financial advisers. The ideal candidate will excel in administration tasks, possess exceptional time management skills, and have a strong background in office operations within the financial services industry.

Responsibilities:

- Assist in the preparation of detailed financial reports and analyses for clients

- Conduct thorough research on various investment opportunities and present comprehensive findings

- Collaborate closely with advisors to create customized financial plans that meet clients' specific requirements

- Maintain accurate client records and ensure data precision

- Engage with clients to collect necessary information and promptly address any inquiries

- Utilize IT tools such as Word, Excel, and Outlook proficiently for daily tasks

- Deliver outstanding customer service to establish and nurture client relationships... More Detail