Graduate Trainee Paraplanner

Employer: Marshall Moore Ltd

Position: Graduate Trainee Paraplanner

Salary: From £24,000.00 per year

Work location: Liverpool, England

FULL JOB DESCRIPTION
An exciting new opportunity has arisen for a Graduate Trainee Paraplanner to join a reputable financial institution in Liverpool City Centre. This is the ideal role for either a bright graduate with ambition/drive, or an experienced financial services professional with knowledge around pensions.

The company can offer a competitive salary alongside fantastic benefits such as study support for the Diploma in Regulated Financial Planning, health insurance and discretionary bonuses.

Responsibilities include:

• Provide administrative support to Paraplanners and Advisers
• Ensure client information is accurate and up to date
• Provide support in the analysis and reviewing of transferring pension schemes
• Prepare client investment and pension planning reports
• Adhere to FCA guidelines

Desirable skills/qualifications:

• Good attention to detail
• Strong mathematical/technical degree
• Good understanding of UK financial services, regulation and ethics
• Pension and investment knowledge is advantageous
• Studying towards, or willingness to study towards Diploma in Regulated Financial Planning

This is a brilliant opportunity to join a well-respected company in a role that promises career development in a supportive and friendly environment. If you think you have the right skills and attitude for the Graduate Trainee Paraplanner role, apply now!

Benefits:

• Company pension
• Private medical insurance

Work Location: In person

Application Process

If you’re interested in this role, check out more information on the Official website  and apply now!