Trainee Paraplanner

3 days ago

Liverpool City Region, United Kingdom Search Consultancy LTD Full time

Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses. They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients. Role Overview As a Trainee Paraplanner, you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications. This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry. About You We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess: A genuine interest in financial planning and wealth management. Strong attention to detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills. A proactive, positive attitude with a willingness to learn. Strong organisational skills and the ability to work independently or as part of a team. A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook). Recent graduates keen to progress within the financial services industry. Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.) Qualifications No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage. The benefits of this role include A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company) A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk 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. #J-18808-Ljbffr

  • Trainee Paraplanner

    4 days ago

    Liverpool, United Kingdom Marshall Moore Full time

    **An exciting new opportunity has arisen for a Trainee Paraplanner to join a reputable financial institution in Liverpool city centre. This is the ideal role for either a bright graduate with ambition/drive, or an experienced financial services professionalwith knowledge around pensions.** **The company can offer a competitive salary alongside fantastic...

  • Trainee Paraplanner

    2 days ago

    Liverpool City Region, United Kingdom Search Consultancy LTD Full time

    A dynamic financial advisory firm in Liverpool City Centre seeks a Trainee Paraplanner. This role offers the chance to assist experienced financial advisors while receiving full training toward qualifications in financial planning. Ideal for recent graduates with an interest in finance and attention to detail, this position provides a competitive salary,...

  • Paraplanner / Trainee Paraplanner

    1 week ago

    City of Edinburgh, United Kingdom Meraki Talent Full time

    Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Location: EdinburghParaplanner / Trainee Paraplanner - EdinburghResponsibilitiesWork with the financial planning and client service teams to deliver an excellent level of client serviceProvide technical support to financial...

  • Trainee Paraplanner

    2 weeks ago

    Liverpool, United Kingdom Search Consultancy Full time

    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...

  • Trainee Paraplanner

    4 days ago

    Liverpool, United Kingdom Search Full time

    Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunitiesAn excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and...

  • Trainee Paraplanner

    5 days ago

    Liverpool, United Kingdom Search Full time

    Job DescriptionTrainee Paraplanner Liverpool City CentreMonday to Friday, 9am - 5pmCompetitive salary w/ excellent benefits + progression opportunitiesAn excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and...

  • Graduate Trainee Paraplanner

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Beechwood Financial Services Ltd Full time £31,000 - £35,000 per year

    Beechwood Financial Services is a well-established, professional firm of Chartered Financial Planners based in Welwyn Garden City, Hertfordshire. Founded in 1978 and located in the town centre since 1983, we have built a long-standing and affluent client base, together with an excellent reputation in the local area.We provide comprehensive financial...

  • Graduate Trainee Paraplanner

    3 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Beechwood Financial Services Full time

    Job AdvertGraduate Trainee Paraplanner - Financial PlanningBeechwood Financial Services is a well-established, professional firm of Chartered Financial Planners based in Welwyn Garden City, Hertfordshire. Founded in 1978 and located in the town centre since 1983, we have built a long-standing and affluent client base, together with an excellent reputation in...

  • Trainee Paraplanner: Start Your Financial Planning Career

    2 days ago

    Liverpool, United Kingdom Search Consultancy Full time

    A financial advisory firm in Liverpool is seeking a Trainee Paraplanner to support financial advisors in delivering tailored advice. This position offers comprehensive training towards Level 4 qualifications in Financial Planning, making it ideal for motivated graduates interested in the financial services sector. Candidates should demonstrate attention to...

  • Trainee Financial Planner

    2 days ago

    Liverpool, United Kingdom mbf. Full time

    **Trainee Financial Planner - Liverpool - Salary negotiable, up to £55,000 plus Bonus and Benefits - Genuine opporunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Liverpool. The role: - This exceptional opportunity is working alongside...