Job Description

Location

Liverpool

Salary £23000 - £35000 TypePermanent WorkplaceOn-Site Ref89579

Recruiter Managing This Role

Trainee Paraplanner Liverpool up to £35,000 


We are seeking trainee paraplanners to join a growing financial services team. This is a fantastic opportunity for individuals looking to start or grow their career in financial planning.


Whats on offer:


  • Full training provided for all staff.



  • Access to company pension scheme with 5% employer contributions.



  • Death in service benefit (4x salary).



  • Offices in Liverpool City Centre



    • Key Responsibilities:


  • Support financial advisers by preparing client reports, suitability documents, and cashflow models.



  • Assist with pension, investment, and protection research.



  • Maintain accurate client records and ensure complia...

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