Junior Paraplanner

  • Location:

    Liverpool, Merseyside

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £20000.00 - £28000.00 per annum

  • Contact:

    Antonia Mihaylova

  • Contact email:


  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Start date:


Trainee Paraplanner (part-time option available)
Up to £28,000 + benefits and study support

I am pleased to be engaged by a leading Financial Advisory practice in Liverpool to assist with the appointment of a Trainee Paraplanner to join their experienced team due to organic growth within the business. The position is well suited to an experienced Financial Planning Assistant wanting to progress their career to the next level by learning by a very knowledgeable and technical Paraplanner who is already in place within the business.

As a Trainee Paraplanner the appointee will be involved with report writing, research and development of client strategies therefore knowledge and understanding of pensions and investments is crucial. The successful applicant will also ideally have experience of Intelligent Office and O&M pension profiler. Progress made towards the relevant industry qualifications (such as the Diploma in Regulated Financial Planning) would be advantageous.

If you are interested to find out more, please do not hesitate to contact Antonia Mihaylova at Search Financial Services for a confidential discussion on 07580 429 541 or simply send your most recent CV to Antonia.Mihaylova@search.co.uk. Alternatively I can be contacted via LinkedIn.

If this position isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … ask for further details!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.