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 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

  • Trainee Paraplanner

    5 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

    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...

  • 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....

  • 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 Paraplanner

    3 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,...

  • Trainee Financial Planner

    3 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...