Hybrid Trainee Paraplanner | Path to Qualified Planner

Career Choices Dewis Gyrfa Ltd; Liverpool; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Hybrid working (3 days office / 2 days

Modern Liverpool City Centre offices

Career progression to Paraplanner

Training and development

Support towards financial planning & Q

Collaborative team environment

Job summary

Career Choices Dewis Gyrfa Ltd in Liverpool City Centre is recruiting a Trainee Paraplanner to join its growing financial planning team. The role is hybrid (3 days in the office / 2 days at home) with a salary £28,000 - £35,000 dependent on experience.

Ideal for someone progressing from Senior Administrator or Trainee Paraplanner, with ongoing training and development offered and clear career progression into paraplanning.

Qualifications

• 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

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

Skills

Organisational skills

Communication skills

Attention to detail

Time management

Career minded

Education

Level 4 Diploma (in progress)

Job description

Career Choices Dewis Gyrfa Ltd in Liverpool City Centre is recruiting a Trainee Paraplanner to join its growing financial planning team. The role is hybrid (3 days in the office / 2 days at home) with a salary £28,000 - £35,000 dependent on experience.

Ideal for someone progressing from Senior Administrator or Trainee Paraplanner, with ongoing training and development offered and clear career progression into paraplanning.