Trainee Paraplanner

Search Consultancy; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Liverpool is seeking a Trainee Paraplanner to support financial advisors in delivering tailored advice. This position offers comprehensive training towards Level 4 qualifications in Financial Planning, making it ideal for motivated graduates interested in the financial services sector. Candidates should demonstrate attention to detail, excellent communication skills, and a proactive attitude. The role includes numerous benefits such as a competitive salary, ongoing training, and a supportive work environment.

Benefits

Competitive salary

Outstanding training opportunities

Friendly office atmosphere

25 days holiday

Cycle to work scheme

Regular staff events

Qualifications

• Genuine interest in financial planning and wealth management.
• Strong attention to detail and ability to manage multiple tasks.
• Excellent written and verbal communication skills.
• Proactive attitude and willingness to learn.
• Strong organisational skills.

Responsibilities

• Assist in the preparation and delivery of financial advice.
• Work closely with experienced financial advisors.
• Receive training and work towards Level 4 Diploma.

Skills

Interest in financial planning

Attention to detail

Communication skills

Organisational skills

Proactive attitude

Microsoft Office Suite knowledge

Teamwork

Job description

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 please email your CV to [e-mail]

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.