Trainee Paraplanner

1 day 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 benefits such as study support for the Diploma in Regulated Financial Planning, health insurance and discretionary bonuses.**

**Responsibilities for the Trainee Paraplanner include**:

- Provide administrative support to Paraplanners and Advisers
- Ensure client information is accurate and up to date
- Provide support in the analysis and reviewing of transferring pension schemes
- Prepare client investment and pension planning reports
- Adhere to FCA guidelines

**Desirable skills/qualifications for the Trainee Paraplanner**:

- Good attention to detail
- Strong mathematical/technical degree
- Good understanding of UK financial services, regulation and ethics
- Pension and investment knowledge is advantageous
- Studying towards, or willingness to study towards Diploma in Regulated Financial Planning

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