Location
ACCRINGTON
Salary Competitive TypePermanent WorkplaceOn-Site Ref89743
Recruiter 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
1. Assist in the preparation of suitability reports and financial planning recommendations
2. Research financial products, investment solutions, pensions, and protection policies
3. Analyse client information including assets, liabilities, income, and expenditure
4. Support advisers with meeting preparation and follow-up actions
5. Maintain accurate client records in line with regulatory compliance requirements
6. Liaise with product providers and internal teams as required
7. Develop technical knowledge of financial planning through on-the-job training
Skills and Experience
8. Strong attention to detail and analytical skills
9. Excellent written and verbal communication skills
10. Good numeracy and IT skills (Microsoft Office essential)
11. Organised, proactive, and willing to learn
12. Ability to work well both independently and as part of a team