Trainee Paraplanner: Start Your Financial Planning Career

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

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.