Trainee Paraplanner

2 months ago

Liverpool, United Kingdom Search Full time

Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement. The Trainee Paraplanner will provide comprehensive support to a team of advisors who provide financial advice to their clients. You will develop by working alongside Paraplanners and Pension Specialists to provide comprehensive support to the advisory team. The successful candidate will be trained up to become a Paraplanner with a long term opportunity to develop. The main duties and responsibilities include: Provide administrative support to the Paraplanner and Advisors Assist in ensuring all client information and facts are up to date for analysis review to be undertaken Prepare client reports Liaising with other teams internally and externally Ensure all paperwork is compliant within company guidelinesSkills & Knowledge Required: Experience / keen interest within financial services Thorough approach to work, with good attention to detail Ability to demonstrate strong organisational skills Strong written and verbal communication skills Accurate and numerate Diploma in Regulated Financial Planning (desirable but not essential)If this sounds like the ideal opportunity for you please apply immediately. 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

  • Trainee Paraplanner

    2 months ago

    Liverpool, United Kingdom CV-Library Full time

    Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial...

  • Trainee Paraplanner

    2 months ago

    Liverpool, United Kingdom Search Full time

    Trainee ParaplannerLiverpool City CentreSalary - Competitive Salary w/ Excellent Benefits PackageHours - Monday to Friday, 9am - 5pmFull time, permanent contractOutstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services...

  • Trainee Paraplanner

    2 months ago

    Liverpool, United Kingdom Search Full time

    Trainee ParaplannerLiverpool City CentreSalary - Competitive Salary w/ Excellent Benefits PackageHours - Monday to Friday, 9am - 5pmFull time, permanent contractOutstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services...

  • Trainee Paraplanner

    4 weeks ago

    Liverpool, United Kingdom Search Full time

    Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial...

  • Paraplanner

    2 months ago

    Liverpool, United Kingdom Click and Connect Online Limited Full time

    Our client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...

  • Financial Advisory Specialist

    1 month ago

    Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Our client, Click and Connect Online Limited, is a dynamic and growing independent financial advisory consultancy. They are committed to safeguarding their clients' financial future and offer a fresh approach to the offshore marketplace. They have established themselves as one of the fastest-growing independent advisory companies, with a team of over 100...