Paraplanner

3 weeks ago

Merseyside, United Kingdom Eden Rose Full time

Paraplanner – National Wealth Management FirmLocation: Wirral | Salary: up to £45,000 + excellent benefitsOur client is a nationally expanding business with a modern hybrid advice and wealth management model, underpinned by cutting-edge technology and a commitment to delivering exceptional client outcomes.They are seeking a Paraplanner to provide high-quality technical and administrative support to the firm’s Wealth Planning Advisers. This role involves preparing pre-approval documentation, producing compliant suitability reports, completing complex financial calculations, and ensuring all advice documentation meets FCA standards.Working closely with the Paraplanning Manager, Team Leader, and Client Administration Team, you’ll play a key role in maintaining the quality and integrity of the firm’s advice process.To succeed, you’ll need a strong understanding of financial services, products, and regulatory requirements, alongside excellent written and verbal communication skills, attention to detail, and proficiency with Microsoft Office. Strong organisational ability, technical accuracy, and research skills are essential.Key Responsibilities:Provide comprehensive technical support to Financial Planners in the preparation of advice.Conduct in-depth research and analysis across pensions, investments, protection, a...

  • Paraplanner

    1 week ago

    Merseyside, United Kingdom IDEX Consulting Full time

    Job description IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on the Wirral. This is a hybrid role with office attendance just twice a month.This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the last 18 months.Duties...

  • Senior Paraplanner

    2 weeks ago

    Merseyside, United Kingdom Independent Resourcing Consultancy Full time

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    3 weeks ago

    Birkenhead, Merseyside, United Kingdom Eden Rose Full time

    Job Title: Paraplanner Location: Liverpool - Hybrid Salary: Up to £45,000 Key Responsibilities: Draft suitability reports in line with adviser guidance and compliance requirements. Liaise with advisers to ensure all client information is accurate and complete. Assist with interpreting client meetings and prepare suitable recommendations. Ensure...

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    1 week ago

    Merseyside, United Kingdom MB Fitzgerald Full time

    **Advice Quality Officer - Compliance Monitoring - Liverpool / Hybrid working - to £40,000 plus Benefits** MBF have recently picked up an excellent new vacancy working for a National Wealth & Investment Management Organisation, are currently looking to hire an Advice Quality Officer to their busy team. The role: - The purpose of the Advice Quality...