Paraplanning Trainee

2 months ago

Liverpool, Liverpool, United Kingdom Search Full time
Trainee Paraplanner Opportunity

We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide comprehensive support to our advisory team, assisting in the preparation of client reports and ensuring all client information is up to date.

Key Responsibilities:
  • Provide administrative support to Paraplanners and Advisors
  • Assist in ensuring all client information and facts are up to date for analysis review
  • Prepare client reports
  • Liaise with other teams internally and externally
  • Ensure all paperwork is compliant within company guidelines
Requirements:
  • Experience or keen interest in financial services
  • Thorough approach to work, with good attention to detail
  • Ability to demonstrate strong organizational skills
  • Strong written and verbal communication skills
  • Accurate and numerate
  • Diploma in Regulated Financial Planning (desirable but not essential)

We are an equal opportunities recruiter and welcome applications from all suitably skilled or qualified applicants. If you are a motivated and organized individual looking to develop your career in financial services, please apply.

  • Paraplanning Trainee

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Trainee Paraplanner OpportunityWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide comprehensive support to our advisory team, assisting with client information, preparing reports, and liaising with other teams.About the RoleProvide administrative support to our...

  • Paraplanning Trainee

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Trainee Paraplanner OpportunityWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide comprehensive support to our advisory team, assisting with client information, preparing reports, and liaising with other teams.About the RoleProvide administrative support to our...

  • Paraplanning Trainee

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Trainee Paraplanner OpportunityWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide administrative support to our team of advisors and assist in ensuring all client information is up to date.Key Responsibilities:Provide comprehensive support to the advisory teamAssist...

  • Paraplanning Trainee

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Trainee Paraplanner OpportunityWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will provide administrative support to our team of advisors and assist in ensuring all client information is up to date.Key Responsibilities:Provide comprehensive support to the advisory teamAssist...