Paraplanner – Liverpool Ref 12553

ref 12553

Up to £40,000 + benefits

My client is an established Chartered Financial Planning firm.

They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas.

They are a top 100 financial advice firm. Investors in people gold standard awards.

They manage over £200million FUM. Average client has circa £1million investable assets.

They provide high levels of service including Cash flow modelling.

They are actively seeking an experienced Paraplanner to join them at their Liverpool office.

You will work closely with an existing paraplanning and administration team, you will be required to provide Paraplanning support to the financial planners, working within agreed business objectives. Duties will involve report writing, compliance, analysis and research.

This position would suit an experienced Paraplanner level 4 Diploma qualified, who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered.

The successful applicant will have excellent experience dealing with complex high net worth client advice cases.
This firm is directly authorised.

They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme.
Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12553 for a more information on this role.

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