Current jobs related to Paraplanning Trainee - Liverpool, Liverpool - Search
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Paraplanning Trainee
1 month ago
Liverpool, Liverpool, United Kingdom Search Full timeTrainee 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...
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Paraplanning Trainee
1 month ago
Liverpool, Liverpool, United Kingdom Search Full timeTrainee 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
2 months ago
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
- 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.
