Trainee Paraplanner

  • Ref: EHX3838
  • Industry: Financial Services
  • Categories: Wealth & Investment Management
  • Location:
    Liverpool
  • Salary:
    £competitive
  • Type: Permanent

About the Role

An exciting new opportunity has arisen for a Trainee Paraplanner to join a reputable financial institution in Liverpool city centre. This is the ideal role for either a bright graduate with ambition/drive, or an experienced financial services professional with knowledge around pensions.

The company can offer a competitive salary alongside fantastic benefits such as study support for the Diploma in Regulated Financial Planning, health insurance and discretionary bonuses.

Responsibilities for the Trainee Paraplanner include:

  • Provide administrative support to Paraplanners and Advisers
  • Ensure client information is accurate and up to date
  • Provide support in the analysis and reviewing of transferring pension schemes
  • Prepare client investment and pension planning reports
  • Adhere to FCA guidelines

Desirable skills/qualifications:

  • Good attention to detail
  • Strong mathematical/technical degree
  • Good understanding of UK financial services, regulation and ethics
  • Pension and investment knowledge is advantageous
  • Studying towards, or willingness to study towards Diploma in Regulated Financial Planning

This is a brilliant opportunity to join a well-respected company in a role that promises career development in a supportive and friendly environment. If you think you have the right skills and attitude for the Trainee Paraplanner role, apply now!

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