Trainee Paraplanner

Trainee Paraplanner

Liverpool City Centre
Monday to Friday, 9am - 5pm
Competitive salary w/ excellent benefits + progression opportunities

An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses.

They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients.

Role Overview :

As a Trainee Paraplanner, you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications.

This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry.

About You:

We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess:

A genuine interest in financial planning and wealth management.
Strong attention to detail and the ability to manage multiple tasks simultaneously.
Excellent written and verbal communication skills.
A proactive, positive attitude with a willingness to learn.
Strong organisational skills and the ability to work independently or as part of a team.
A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook).
Recent graduates keen to progress within the financial services industry.
Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.)

Qualifications:

No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage.

The benefits of this role include:

A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company)
A great office atmosphere
Outstanding training and development opportunities including industry qualifications
Full training and support given
Work in a friendly environment with happy and loyal customers
Regular staff events
25 days holiday
Cycle to work scheme
+ much more!

If this is a role that you would be interested in applying for then  to

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