Trainee Paraplanner

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 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!