Trainee Paraplanner

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

Job summary

A dynamic financial advisory firm in Liverpool City Centre seeks a Trainee Paraplanner. This role offers the chance to assist experienced financial advisors while receiving full training toward qualifications in financial planning. Ideal for recent graduates with an interest in finance and attention to detail, this position provides a competitive salary, outstanding development opportunities, and a supportive work environment. Interested candidates should apply by emailing their CV.

Benefits

Competitive salary

Outstanding training and development opportunities

25 days holiday

Cycle to work scheme

Regular staff events

Qualifications

• Strong interest in financial planning and wealth management.
• Ability to manage multiple tasks simultaneously.
• Recent graduates or individuals with related experience.

Responsibilities

• Assist experienced financial advisors in preparing financial advice.
• Support the delivery of tailored financial advice and services.

Skills

Attention to detail

Written communication skills

Verbal communication skills

Organisational skills

Proactive attitude

Microsoft Office Suite knowledge

Education

Relevant qualifications in financial services

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.