Paraplanner – Liverpool

RecruitukLtd Salary: Up to £36K

My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialize in providing an advice service to HNW private individuals.

Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join the company on a home-based basis.

Within this role, the paraplanner will be responsible for providing efficient professional support to a team of Wealth Advisers working within a fee-based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company’s database are also important aspects of this role.

As this is a home-based role, the successful candidate will need to be self-motivated to not only produce a high number of reports but also take ownership of their personal development ensuring that their knowledge of products and services remains current, that they keep on top of FCA regulations and contribute towards the CPD.

Due to the nature of the business, the candidate will need to already be a paraplanner, confident that they can hit the ground running and make an impact on the role immediately.  Ideally, you will have already obtained the Level 4 Diploma in financial advice, but candidates with lots of experience, actively working towards the diploma will also be considered.

In return, you will receive an attractive salary and benefits package, have the comfort of working from home and avoid the dreaded rush hour and work in an adult environment where you will be trusted to work hard and deliver.

If you would like to consider this role further please contact Louise Sheppard at Recruit UK on 01179- 450-450 and quote reference 3024.

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