Trainee Paraplanner
Trainee ParaplannerLiverpool City Centre / Hybrid (2 days from home) 28,000 - 35,000 (Dependant on experience)Hybrid Working (3 days office / 2 days home)Monday to Friday, 9:00am to 5:00pmThe OpportunityA highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team.This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning.You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career.Key Responsibilities:Assist in the preparation of suitability reports and recommendation lettersConduct product, provider and fund researchGather and analyse client informationPrepare review meeting documentationLiaise with Advisers, clients and product providersSupport the paraplanning team with technical administrative dutiesMaintain accurate client records and ensure compliance processes are followedAssist with pension, investment and protection case workAbout YouWe are keen to speak with individuals who possess:Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environmentExperience as a Senior Administrator, Client Services Administrator, Trainee ..... full job details .....
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