Paraplanning Professional

1 week ago


Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

Recruit UK, a Certified B Corp™, is working with a leading Independent Financial Advice firm to find a skilled Paraplanning Professional to join their team in Liverpool. The ideal candidate will have a Level 4 Diploma in Financial Services and at least 2 years of experience in paraplanning.

About the Role:

  • Provide high-quality written suitability reports to support the delivery of first-class holistic financial planning.
  • Conduct in-depth research and analysis to support the Financial Advisers.
  • Work collaboratively with the team to achieve business objectives.

What We Offer:

  • A competitive basic salary up to £46,000, negotiable dependent on experience and qualifications.
  • Flexible working arrangements to suit your needs.
  • An excellent benefits package.
  • The opportunity to work with a leading Financial Advice firm and high net worth clients.
  • A friendly and supportive team environment.

Requirements:

  • Level 4 Diploma in Financial Services.
  • At least 2 years of experience in paraplanning.
  • Excellent report writing, analysis, and research skills.

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We take a holistic approach to recruitment, focusing on career happiness and providing honest feedback to our candidates.



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