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

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...