Trainee Paraplanner

Job Title: Trainee ParaplannerLocation: LythamContract: Full-time, PermanentHours: 37.5 hours per week (9:00am - 5:00pm)Salary: Up to £50,000 (dependent on experience)Reference Number: Advertised by Recruit UKRecruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint a Trainee Paraplanner to join their expanding team.Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage.In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance.Key ResponsibilitiesResearch: Conduct detailed research on financial products, funds, and technical planning areas to support advisersReport Writing: Prepare clear, compliant, and detailed suitability reports for client recommendationsClient Support: Build strong client relationships by responding to queries and providing ongoing supportRecord Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentationCompliance: Ensure all work aligns with regulatory and legislative requirementsIndustry Awareness: Keep up to date with market trends, regulatory ..... full job details .....