Trainee Paraplanner
Job Role: Trainee ParaplannerLocation: ChorleySalary: Up to £35,000 (dependent on experience)Job Type: Full-time, PermanentReference Number: 10128Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee ParaplannerWith offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression.The RoleAs a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include:Supporting the preparation of suitability reports and financial recommendationsConducting research across pensions, investments, protection, and retirement planningAssisting in analysing client objectives and financial dataLearning to support advisers with complex casesEnsuring all documentation meets FCA and compliance standardsLiaising with advisers, administrators, and product providersAbout YouThe successful candidate will have:A keen interest in financial planning and paraplanningStrong analytical skills and attention to detailExcellent written communicationMotivation to complete exams and progress towards becoming a Chartered AdviserPrevious administrative or financial experience is desirable but not essentialWhat''s on ..... full job details .....
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