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Job Title: ParaplannerIndustry: Financial ServicesLocation: LiverpoolSalary: Up to £46,000 (negotiable based on experience)
An exciting opportunity has arisen for an experienced Paraplanner to join a leading Independent Financial Advice firm based in Liverpool. This firm offers high-quality financial services to high-net-worth clients across the North West and Wales. As a Paraplanner, you will provide essential support to Financial Advisers, assisting with in-depth research, analysis, and the preparation of high-quality suitability reports that align with the firm’s holistic financial planning approach.
Role Responsibilities:- Conduct detailed research and analysis to support client financial plans.
- Prepare comprehensive suitability reports, ensuring all recommendations align with client goals.
- Assist Financial Advisers in delivering first-class financial advice to high-net-worth clients.
- Maintain high standards of compliance and accuracy in all report writing and documentation.
- Salary up to £46,000, negotiable based on experience.
- Flexible working arrangements, promoting work-life balance.
- 22 days annual leave plus bank holidays & christmas shutdown.
- Discretionary bonus scheme.
- Study support for professional development.
- Company pension and other benefits.
- Access to free financial advice.
- Level 4 Diploma in financial planning (or equivalent).
- Minimum 2 years of paraplanning experience.
- Strong skills in report writing, research, and analysis.
- Good knowledge of financial planning processes, compliance, and suitability reports.
- Ability to work both independently and within a team to meet business objectives.
This is a fantastic opportunity to join a supportive and well-established team, with the potential for career progression within the firm.
Contact Recruit UK for more information on this exciting opportunity! Ref: 9236
