Trainee Paraplanner
Recruit UK · Warrington
Job description
About the role
Recruit UK is partnering with an award‑winning independent financial advice firm to hire a Trainee Paraplanner. You will join an experienced paraplanning team, providing support and conducting checks on client files, and develop your career in a leading UK Chartered Financial Planning practice.
Key responsibilities
- Provide paraplanning support to advisers and senior paraplanners.
- Perform accuracy checks on client files and financial recommendations.
- Assist in preparing reports and documentation for financial plans.
Required profile
- Experience in IFA administration or previous trainee paraplanning exposure.
- Excellent verbal and written communication skills.
- Strong organisational and analytical abilities.
Required skills
What we offer
- Starting salary of approximately £28,000 per year (dependent on experience).
- Flexible working arrangements.
- Pension contribution.
- Private medical insurance.
- Ongoing study support and assistance with professional exams.
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Published 1 month ago
Expires 1 week from now
28 views · 0 interested
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Recruit UK
Warrington