Exchange Street Financial Services Ltd seeks a trainee paraplanner to support advisers and grow into a paraplanning role. You’ll participate in client meetings preparation, review financial plans, and gradually take on more research responsibilities while developing through weekly training and appraisals.
You'll learn Voyant cashflow modelling, assist with suitability reports, and engage with modern financial planning practices and AI-enabled tools to enhance analysis and client outcomes.
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The Trainee Paraplanner: Grow with a Modern IFA role at Exchange Street Financial Services Ltd is now open for applications in Stockport, England, United Kingdom.
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This posting is for the Trainee Paraplanner: Grow with a Modern IFA role at Exchange Street Financial Services Ltd, based in Stockport, England, United Kingdom.