Trainee Paraplanner
Job in
Burnley, Lancashire, BB11, England, UK
Listed on 2026-07-18
Listing for:
Taylor James Professional Recruitment
Apprenticeship/Internship
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Our client, a prestigious firm of financial planners in Burnley are looking to appoint a Trainee / Junior Paraplanner.
Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
- Working closely alongside the Advisers and senior Paraplanners
- Attending client meetings
- Preparing basic suitability reports
- Research & analysis of financial products to meet client requirements
- Preparing recommendations & implementing client recommendations
- Administrative duties
The Person:
- IFA administration experience (essential)
- Working towards L4 diploma (desirable)
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on Linked In
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