Trainee Paraplanner

Trainee Paraplanner

Liverpool City Centre / Hybrid (2 days from home)
£28,000 - £35,000 (Dependant on experience)
Hybrid Working (3 days office / 2 days home)
Monday to Friday, 9:00am to 5:00pmThe Opportunity

A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team.

This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning.

You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career.

Key Responsibilities:

Assist in the preparation of suitability reports and recommendation letters
Conduct product, provider and fund research
Gather and analyse client information
Prepare review meeting documentation
Liaise with Advisers, clients and product providers
Support the paraplanning team with technical administrative duties
Maintain accurate client records and ensure compliance processes are followed
Assist with pension, investment and protection case work About You

We are keen to speak with individuals who possess:

Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment
Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner
Excellent organisational and communication skills
Strong attention to detail
The ability to manage multiple tasks and deadlines effectively
A desire to build a long-term career within paraplanning and financial planning
Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial

What's on Offer?

Competitive salary and benefits package
Hybrid working with 2 days per week from home
Modern Liverpool City Centre offices
Clear career progression into a Paraplanner role
Ongoing training and professional development
Support towards financial planning qualifications
A collaborative and supportive team environment

Apply Now

If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you.

Apply today to find out more about this exciting opportunity in Liverpool City Centre.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age