Paraplanning Professional for Award-Winning Firm

4 weeks ago


Liverpool, Liverpool, United Kingdom enable Recruitment Full time £45,000
Job Summary:

We are seeking a skilled Paraplanner to join our team at an award-winning independent financial advice firm. As a Paraplanner, you will provide critical support to our financial advisers and contribute to delivering exceptional client-centric outcomes.

Key Responsibilities:

Provide paraplanning support to financial advisers
Liaise with the team to implement advice for clients
Adhere to FCA requirements and Compliance Policies
Proficiently use systems such as Voyant and FE Analytics, as well as Microsoft Office Suite

Requirements:

3+ years of Paraplanning experience
Knowledge in Retirement Planning, Investments, and Protection
CII Level 4 - Diploma in Regulated Financial Planning
Strong knowledge of Pension Transfers & DB Transfers

What We Offer:

Bonus scheme
Flexible working structure with working from home and flexitime offered
Progression opportunities into different areas of the business
Generous annual leave allowance

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