Trainee Paraplanner
ACCRINGTON
Salary Competitive TypePermanent WorkplaceOn-Site Ref89743Recruiter Managing This Role
About the Role
A financial planning firm is seeking a motivated and detail-oriented Trainee Paraplanner to join its financial planning team. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with full training and support toward professional qualifications.
The successful candidate will work closely with experienced Paraplanners and Financial Advisers, supporting the delivery of high-quality, compliant financial advice to clients.
Key Responsibilities
Assist in the preparation of suitability reports and financial planning recommendations
Research financial products, investment solutions, pensions, and protection policies
Analyse client information including assets, liabilit...