Paraplanner - Liverpool

2 weeks ago


Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

We are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering high-quality financial planning services to our clients.

Key Responsibilities
  • Provide in-depth research and analysis to support the delivery of first-class holistic financial planning
  • Write high-quality suitability reports to support the delivery of financial planning services
  • Work collaboratively with Financial Advisers to deliver exceptional client outcomes
  • Contribute to the development of business objectives and strategies
Requirements
  • Level 4 financial diploma qualification
  • Experience in paraplanning, ideally with 2 years of experience
  • Excellent report writing, analysis, and research 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 Financial Advice firm
  • Chance to develop your skills and expertise in a dynamic and supportive team


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