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Paraplanner
3 months ago
This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Liverpool. Offering a salary of up to £45,000, Hybrid working set up and additional valuable share options, this business offers long term security and progression opportunities to their employees.
This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal.
The Role:Working as an Paraplanner within this firm will see you carrying out a range of duties. You will be invited to attend client meetings with the advisor, following which, you will be responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients.
The Benefits:
- 25 days holiday plus bank holidays, and your birthday off
- Hybrid working available
- A salary of up to £45k
- Annual discretionary bonus of up to 10%
- Valuable share option for all employees (please ask for further details)
- Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example
If you are interested, apply now
