Back to search
Paraplanner
- Liverpool City Centre (option to work 1 day at home)
- Monday to Friday, 9am - 5pm (35 hours per week)
- 35,000 - 45,000 (dependant on experience)
Search is partnering with a well-established financial planning business to recruit an experienced Paraplanner .
This exciting opportunity has arisen for an experienced Paraplanner to join a well-regarded financial advisory firm in the heart of Liverpool City Centre. This role offers the chance to develop your career within a growing, dynamic team, where you'll contribute to delivering exceptional financial advice and support to clients across the UK.
You'll be part of a dedicated Paraplanning team, where you'll work closely with advisers to provide high-quality research, analysis, and suitability reports, predominantly relating to pensions and investments.
Key Responsibilities:
- Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
- Research - carrying out in depth analysis of many different types of financial contracts.
- Understanding client aims and objectives, tax position, attitude to risk etc to ensure recommendations are suitable for the individual.
- Writing the Suitability letter and other reports, eg pension shortfall analysis.
- Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
- Updating system - keeping back office system up to date with client info and provider contacts
- Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements
- Business submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning
- Reviews - producing detailed review reports and portfolio valuations for client review meetings
- Assisting Directors with projects- involving processes, fund research, bespoke reports and any others that may arise.
Benefits of this role include:
- A competitive salary (35,000-45,000 dependant on experience)
- Generous holiday entitlement (25 + 8 bank holidays)
- Hybrid working arrangement (work from home 1 day per week)
- Pension scheme
- Progressive career opportunities
- Easily accessible location with public transport links
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
