Paraplanner

2 weeks ago

Liverpool, United Kingdom enable recruitment | B Corp™ Full time

We are thrilled to have partnered with a forward thinking independent financial advice firm who are actively looking to expand their Paraplanning team on a remote basis.


Our client offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be very suited to someone who is looking to take their next step in a growing technical advice firm.


If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you


What you'll be doing:


  • Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
  • Produced technical documents for the advisers based on the research and requirements of the client
  • Managing workflow and organisation of ongoing workload
  • Adhering to FCA requirements and Compliance Policies


What you need to apply:


  • Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
  • 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
  • CII Level 4 - Diploma in Regulated Financial Planning
  • Strong knowledge of Pension Transfers & DB Transfers


What's in it for you?


  • A basic salary of up to £40,000 dependent on experience and qualifications
  • Bonus opportunity
  • Remote working opportunity
  • Social opportunities throughout the year
  • Exam funding and support
  • Progression opportunities into different areas of the business, depending on which way you see your career heading
  • Generous annual leave allowance



What next?

Hit apply or contact Dan directly

dan@enable-recruitment.co

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