Paraplanner

3 days ago


Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time
Paraplanner Opportunity in Liverpool

We are working with a leading Independent Financial Advice firm in Liverpool to find a skilled Paraplanner to join their team. The successful candidate will provide high-quality support to their Financial Advisers, working closely with them to deliver exceptional financial planning services to high net worth clients.

About the Role:

  • Provide in-depth research and analysis to support the delivery of first-class financial planning.
  • Write high-quality suitability reports to support the delivery of holistic financial planning.
  • Work collaboratively with Financial Advisers to deliver exceptional client outcomes.

Requirements:

  • Level 4 Diploma in Financial Planning.
  • 2+ years of experience in paraplanning.
  • 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 Independent Financial Advice firm.

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, committed to providing exceptional service to our clients and candidates. We have a strong network of connections across the industry and are dedicated to finding the best talent for our clients.


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