Paraplanner - wealth

PSG Wealth provides a comprehensive wealth management service tailored to the needs of individuals, families, and businesses. Clients can trade directly in shares and other securities or invest in a wide range of unit trusts. The business also offers estate planning and fiduciary services, including local and offshore trusts and the administration of deceased estates. For corporate clients, PSG Wealth delivers employee benefits solutions and bespoke multi-managed investment options. The company is committed to responsible handling of personal information in line with its published privacy policy.

The Paraplanner – Wealth internship role is an on-site position based in Worcester. The intern will support wealth advisers with the preparation of financial plans, client proposals, and investment reports. Daily tasks include gathering and analyzing client data, performing product and investment research, and updating internal systems and recor...