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Financial Planning Professional
2 months ago
Recruit UK | Certified B Corp™ is working with a leading Independent Financial Advice firm to find a skilled Paraplanner to join their team in Liverpool. The ideal candidate will have a strong background in financial planning and excellent research and analysis skills.
Key Responsibilities:- Support Financial Advisers in delivering high-quality financial planning services to high net worth clients.
- Conduct in-depth research and analysis to inform financial planning recommendations.
- Prepare and present high-quality written suitability reports to clients.
- Collaborate with the financial planning team to ensure seamless delivery of services.
- Level 4 financial diploma qualification.
- Proven experience in paraplanning or a related field.
- Excellent report writing, analysis, and research skills.
- Ability to work in a fast-paced environment and meet deadlines.
Recruit UK | Certified B Corp™ is a specialist recruitment agency in the financial services sector. We have a strong network of connections and a deep understanding of the industry. We are committed to finding the best talent for our clients and helping them achieve their goals.
