Trainee Paraplanner

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

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 5:00pm The 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

• 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

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.