Paraplanner (Pensions Management)

2 weeks ago


Liverpool, United Kingdom Financial Divisions Full time

Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. 200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions. They have no aspirations to be acquired by a national consolidator and PE firm. The Managing Director is creating a brand-new role within the business for Paraplanner. They are open to recruiting a junior or a senior. The role will be based in the office 3 days per week outside of Liverpool and support the 3 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of Intelligent Office and preferably a number of platforms such as Aviva, Royal London, Prudential etc. If you have used FE Analytics or Cashcal this would be very advantageous, but full training will be provided.

If you aspire to progress to be a Financial Planner in 1 - 2 years' time then they can offer this route for you. You will be undertaking all research, calculations and conducting end to end report writing. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £50k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.

For more details please contact Peter Fozard at Financial Divisions.


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