Junior Paraplanner vacancyWealth Management Firm with links to an accountancy firmLiverpool offices - hybrid working after onboarding£30k - £35k plus benefits package & bonusMy client is an independent financial advice business with close links to an accountancy firm who have been operated for decades. I have placed 2 staff into the business. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They work with c.600 active clients who are SME owners, retirees, City professionals including accountants, lawyers and other occupational professionals with varying levels of assets from £100k - £1m across the North of England.My client is looking to recruit a junior paraplanner. 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 then they can offer this route for you longer term.My 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 £30k - £35k 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.For more details please contact Peter Fozard at Financial Divisions.
Back to searchJunior Paraplanner - Liverpool Offices - £30k - £35k - Wealth Management Firm
Financial Divisions
Posted 8 days ago, valid for 12 days
Liverpool, Merseyside L96GB, England
Full Time
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Sonic Summary
- A Junior Paraplanner position is available at a Wealth Management Firm with ties to an accountancy firm located in Liverpool, offering hybrid working after onboarding.
- The salary for this role ranges from £30,000 to £35,000, accompanied by a comprehensive benefits package and bonus structure.
- Candidates should ideally have some experience in a paraplanning role, although full training will be provided for those looking to develop their careers.
- The firm has a strong reputation for delivering high-quality financial advice to a diverse client base, including SME owners and professionals.
- Flexibility in working hours and the option to work from home after probation are among the perks of this secure and rewarding role.
