Trainee Financial Services Professional

2 weeks ago


Liverpool, United Kingdom Search Full time

Job Summary:

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

Key Responsibilities:

  • Provide administrative support to the Paraplanner 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 the financial services sector
  • 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)

About Us:

Search is an equal opportunities recruiter, committed to providing a supportive and inclusive work environment. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or experience.



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