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Financial Planning Assistant

2 months ago

Liverpool, Liverpool, United Kingdom Recruit UK Full time
Paraplanner Opportunity in Liverpool

Recruit UK is seeking a skilled Paraplanner to join a leading Independent Financial Advice firm in Liverpool. The successful candidate will provide high-quality support to Financial Advisers, delivering in-depth research and analysis to enhance the delivery of holistic financial planning.

About the Role:

  • Support Financial Advisers in delivering high-quality financial planning services
  • Conduct in-depth research and analysis to inform financial planning recommendations
  • Prepare high-quality written suitability reports
  • Collaborate with the team to achieve business objectives

Requirements:

  • Level 4 Diploma in Financial Services
  • 2+ years of experience in paraplanning
  • Excellent research and analytical skills
  • Strong communication and interpersonal skills

What We Offer:

  • Basic Salary up to £46,000 - Negotiable dependent on experience & qualifications
  • Flexible working arrangements
  • Excellent benefits package
  • Opportunity to work with a leading Independent Financial Advice firm

How to Apply:

Please submit your application through Recruit UK's website.