Liverpool
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.
What’s on offer:
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Full training provided for all staff.
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Access to company pension scheme with 5% employer contributions.
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Death in service benefit (4x salary).
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Offices in Liverpool City Centre
Key Responsibilities:
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Support financial advisers by preparing client reports, suitability documents, and cashflow models.
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Assist with pension, investment, and protection research.
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Maintain accurate client records and ensure compliance with regulatory requirements.
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Handle day-to-day client administration tasks including correspondence and meeting preparation.
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Liaise with product providers to progress applications and resolve queries.
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Contribute to ongoing process improvements within the paraplanning team.
Ideal candidates:
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New to the industry and eager to start a career in paraplanning.
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Have some experience but not fully qualified (R0 exams not required initially).
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Fully qualified paraplanners looking for a new opportunity.
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Organised, detail-oriented, and passionate about financial planning.