Trainee Paraplanner - Up to £36,000 + Excellent Benefits

Are you an experienced financial services professional looking to advance your career in a supportive and dynamic environment? We are seeking a highly motivated and detail-oriented Trainee Paraplanner to join a thriving team, playing a crucial role in delivering exceptional financial planning services.

This is an outstanding opportunity to develop your expertise, with significant investment in your professional growth and a clear pathway to becoming a skilled paraplanner.

Initially, you will focus on:

• New business processing across investments, pensions, mortgages, and life insurance.

• Handling valuations and client servicing tasks such as switches, rebalances, and withdrawals.

• Liaising regularly with product providers, account managers, and clients.

• Maintaining a strong knowledge of financial products and markets to meet regulatory and personal development needs.

With structured progression, your responsibilities will expand to include:

• Preparing comprehensive analyses of clients' existing portfolios.

• Providing technical support to Financial Advisers.

• Performing complex financial calculations (e.g., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling).

• Collaborating closely with Advisers to research and formulate appropriate advice.

• Preparing Recommendation Reports and supplementary documentation.

We are looking for someone who thrives on turning complex financial data into actionable, client-friendly solutions.

Essential:

• Previous experience working within an Independent Financial Adviser practice.

• Highly organised and methodical with exceptional attention to detail and accuracy.

• Strong ability to prioritise tasks and meet deadlines.

• Excellent communication skills (written and verbal).

• Robust analytical and numerical skills.

• A team player who thrives in a collaborative environment.

• Proficiency in MS Office (Word, Excel, Outlook).

Desirable:

• Experience with back-office systems like IO (Intelliflo).

• Familiarity with financial platforms such as SelectaPension, Financial Express, Trigold, Assureweb, ExWeb, MiCap, abrdn, Aviva, and Aegon.

• While not essential, a CII Diploma qualification is preferred. Candidates with significant financial services administration or paraplanning experience will also be considered.

• Salary up to £36,000 per annum.

• Flexible working options with a blend of office-based work (in Hoole) and flexibility.

• Permanent, full-time position (9:00 AM - 5:30 PM, with access to flexible hours when required).

• 25 days annual leave plus bank holidays.

• Annual pay review with performance-linked increases.

• Group Pension Scheme.

• Exceptional training and progression opportunities, including full sponsorship for financial advice qualifications and dedicated study days for relevant examinations.

• Access to free financial advice and support.

• Cycle to Work Scheme.

• Regular company social events.

This role offers a fantastic pathway for those looking to build a rewarding career in financial planning, supported by a firm committed to professional development.