Paraplanner
Job Title: Paraplanner
Industry: Financial Planning
Location: Liverpool
Salary: £40,000
Job Reference: 8237
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading prestigious wealth advice and investment management business.
They provide an award-winning service for their clients by employing the best people. Join them on their mission to place the power of good advice into more hands because they believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
You will be playing an integral role in developing their client’s lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to their Financial Planners.
A hotbed of activity means the offices are always buzzing and there is a strong team ethos across the business. They do not believe in micro-managing their colleagues, you will have the independence to work closely with the financial planners and administration support in a small hub.
Job Role:
- Prepare written advice and provide technical research services to a team of Financial Planners.
- Ensure that 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.
What’s in it for you:
- Competitive Salary Up to £40,000 – dependent on experience
- Discretionary Bonuses
- Hybrid working – up to 2 days a week home based
- Study support / Career development
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Skills and experience required:
- Level 4 Diploma qualified
- Paraplanning experience gained with a proven solid technical knowledge
- Proven track record of delivering written financial advice
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 is pleased to be working with a UK Financial Planning firm based in Liverpool on a Paraplanner 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 job 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.