My client, a successful IFA firm based in Liverpool City Centre, requires a Trainee Paraplanner to join their successful firm.
We invite applications from individuals who already have some Financial Services experience and are keen to use this experience to progress to the next level.
The work will include Investments and Pensions / Pensions Transfers and the successful candidate will support this work in a Paraplanning capacity. Applicants should have excellent reporting and MS Excel skills.
An ability to self-motivate and prioritise work effectively is an important requirement.
Ability to communicate effectively in all forms and to a very high standard.
A good eye for detail and be able to produce technically detailed documentation of a high standard.
Experience of report producing and letter writing is essential.
Excellent time management skills are essential.
To apply for this position, you should have a strong desire to pursue a career in Financial Services, ideally in an advisory capacity. You should already have some Financial Services experience and a strong desire to take further financial qualifications.
Excellent salary and benefits will be offered as well support with financial qualifications.
If you are interested in applying the role of Trainee Paraplanner, please email your CV immediately or call us for a confidential discussion.
Source Financial Recruitment Ltd operating as an employment agency for all permanent positions. Source Financial Recruitment Ltd are only able to process applications from candidates who have the right to live in the UK.