Trainee Paraplanner
5 days ago
My client based in Liverpool City Centre is looking to recruit a Trainee Paraplanner on a permanent basis. The working hours can be flexible working a 40 hour week between the hours of 8am and 6pm to suit.
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 guidelines
Essential skills
- Thorough approach to work, with good attention to detail
- Ability to demonstrate strong organisational skills
- Strong written and verbal communication skills
- Accurate and numerate
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Paraplanner / Trainee Paraplanner
4 days ago
Liverpool, United Kingdom Search Consultancy Full timeParaplanner / Trainee Paraplanner Liverpool £28,000 - £38,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, benefits, exam support, bonus An excellent new opportunity has arisen to join a highly successful Financial Planning company based in Liverpool. This is a Paraplanner (or Trainee Paraplanner) position...
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Trainee Paraplanner
24 hours ago
Liverpool, United Kingdom Purchasing Professionals Full timeTrainee Paraplanner - Competitive salary + excellent benefits. To be considered for this role you will have a thorough approach to work, the ability to demonstrate strong organisational and communication skills, good working knowledge of Word, Excel, Outlook, etc. and be able to work to deadlines along with proven timemanagement skills. Purchasing...
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Paraplanner Liverpool
3 weeks ago
Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeOur 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...
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Technical Administrator
4 days ago
Liverpool, United Kingdom Switch Recruitment Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator / Trainee Paraplanner to form part of our clients Investment Advisory team, who are responsible for providingindividual financial planning and investment advice to clients. In return our client is looking to...
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Pension Paraplanner
3 days ago
Liverpool, United Kingdom Purchasing Professionals Full time**Pensions Paraplanner - Competitive Salary + Excellent Benefits** **Experience in DB Pensions is essential.** Purchasing Professionals is pleased to be working with a specialist provider of regulated financial advice in the recruitment of an experienced Pensions Paraplanner. Based in the City Centre of Liverpool, the successful individual will be...
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Trainee Independent Financial Planner
5 days ago
Liverpool, United Kingdom Capio Recruitment Full time**Job Title: Trainee Independent Financial Planner** **Location: Liverpool** **Salary: £32,000 - £42,000 + Car Allowance, Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning Financial Planning business who are highly regarded as one of the top-rated Advisory firms in the North-West. This position would be...
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Wealth Management Trainee
1 month ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeSalary: £24k - £30kWe are looking for a skilled and ambitious individual to join our team as a Trainee Financial Adviser in Liverpool.This is an exciting opportunity to work with a leading financial services company and develop your career in wealth management.Maintaining all supporting documents is a crucial aspect of this role.The ability to identify...
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Financial Advisor
5 days ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeIndependent Resourcing Consultancy Ltd is seeking an experienced Financial Advisor to join their dynamic team. As a Paraplanner and Pension Specialist, you will play a crucial role in ensuring the financial future of clients.About the RoleThis is an exciting opportunity for a skilled professional to take the next step in their career with a growing...
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Defined Benefit Pensions Expert
4 weeks ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeWe are looking for a skilled Defined Benefit Pensions Expert to join our team at Click and Connect Online Limited. The ideal candidate will have a strong background in financial planning and be able to write suitability reports using templates.The company offers a competitive salary package, with an estimated £45,000 - £65,000 per annum for this...