Trainee Paraplanner
| Posting date: | 09 December 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 08 January 2026 |
| Location: | Liverpool, Merseyside, l3 9sj |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/676585_1765297618 |
Summary
Trainee Paraplanner
- Liverpool City Centre
- Monday to Friday, 9am - 5pm
- Competitive salary w/ excellent benefits + progression opportunities
An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses.
They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients.
Role Overview:
As a Trainee Paraplanner, you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications.
This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry.
About You:
We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess:
- A genuine interest in financial planning and wealth management.
- Strong attention to detail and the ability to manage multiple tasks simultaneously.
- Excellent written and verbal communication skills.
- A proactive, positive attitude with a willingness to learn.
- Strong organisational skills and the ability to work independently or as part of a team.
- A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook).
- Recent graduates keen to progress within the financial services industry.
- Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.)
Qualifications:
- No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage.
The benefits of this role include:
- A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company)
- A great office atmosphere
- Outstanding training and development opportunities including industry qualifications
- Full training and support given
- Work in a friendly environment with happy and loyal customers
- Regular staff events
- 25 days holiday
- Cycle to work scheme
- + much more!
If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk
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.