Back to search
Wealth Management Firm with links to an accountancy firmLiverpool offices - hybrid working after onboarding£35,000 - £55,000 plus benefits package & bonusOur client is a stand-alone financial advising company that has been in operation for decades and has strong ties to an accounting firm. I have hired two employees for the company. Their reputation for offering the best advice on pensions, investments, tax planning, IHT, trusts, mortgages, and certain protections has endured. Throughout the North of England, they serve over 600 active clients who are SME owners, retirees, and city professionals with assets ranging from £100k to £1m, including accountants, lawyers, and other vocational specialists.
Our client is looking to recruit 2 paraplanners. The role will be based in the Liverpool office and supporting the 3 highly established Advisers who have been with the business for 20+ years each as well as a team of forward thinking paraplanners and administrators. The business uses Aviva, Fidelity & Quilter as their main platforms alongside Intelligent Office and Genovo. Full training will be provided. The role would be suitable for a Career Paraplanner however if you aspire to progress to be an adviser in 2 -3 years then they can offer this route for you.Our client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service benefit amongst others. My client are looking to offer between £35k - £55k basic salary. They will offer flexi-hours in terms of when you start your working day and when you finish as well as 25 days annual leave plus bank holidays. Once you are established in the role you can work from home a few days a week after passing your probation. You will benefits from Death in Service Benefit and a bonus scheme.For more details please contact Sam Negbenebor at Financial Divisions.
