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Paraplanner

2 months ago

liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North West and Wales.


My client is a leading Financial Advice firm. Offices in Liverpool, Chester and North Wales. They are actively seeking a Paraplanner to work out of their Liverpool office supporting their Financial Advisers. Their paraplanners provide in-depth research and analysis and high quality written suitability reports to support the delivery of first-class holistic financial planning.


This position would suit a Level 4 Diploma qualified paraplanner ideally with ideally 2 years paraplanning experience. The successful applicant will be required to provide Paraplanning support, working within agreed business objectives. Duties will involve report writing, analysis and research.


What’s in it for you: Paraplanner

  • Liverpool Office
  • Basic Salary up to £46,000 – Negotiable dependent on experience & qualifications
  • Flexible working
  • Excellent benefits
  • Working with Independent Financial Advisers
  • High Net Worth clients
  • Excellent Opportunity to join friendly team


Skills and experience required: Paraplanner

  • Level 4 financial diploma qualified
  • Paraplanning experience
  • Good report writing, analysis and research skills


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Advice firm in Manchester on an IFA Administrator role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


If you feel you are suited to this role please apply we look forward to hearing from you