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Job Title: Paraplanner
Industry: Wealth management
Location: Liverpool
Salary: £35,000,000 - £45,000 (Higher salary negotiable on experience)
Job reference: 9367
Job Description:
Recruit UK is delighted to be partnering with a thriving wealth management firm based in Liverpool, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth.
This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee.
Duties will include:
- Gathering and analysing data
- Conducting research
- Preparing suitability reports
- Cashflow modelling
- Compliance duties
- Preparation of illustrations and key documents
- Dealing with client queries
Benefits:
- 25 days annual leave plus bank holidays
- Salary up to £45,000
- Hybrid working
- Death in service
- Company pension
- Discretionary bonus
- Long term career progression
- Opportunity to get involved with investments
Skills and experience required:
- Previous paraplanning experience
- Proficient use of Excel and Intelligent Office
- Interest in investments
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team
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 an Independent Financial Planning firm 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 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.
