Description
TrinityBridge is hiring a permanent hybrid Paraplanner to support Financial Planners and clients by collecting policy information, researching products, producing new-business illustrations, preparing application forms and supporting literature, recording data in back-office systems, and following regulatory and compliance procedures. The role requires progression with a Regulated Diploma in Financial Planning (CII), knowledge of the financial planning process, independent working, multitasking, strong communication, and familiarity with financial planning software such as X-Plan and Iress.
