Paraplanner

Heat Recruitment

Posted a day ago, valid for 6 days

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a reputable Financial Services firm in Liverpool, offering a salary of up to £45,000.
The firm is expanding and looking for a professional to support its successful Financial Planners.
This role can be tailored to fit individual skillsets, providing a flexible working environment.
Responsibilities include preparing suitability letters, reports, and technical support for complex client queries.
Candidates should have relevant experience in the financial planning sector to thrive in this team-focused environment.

ParaplannerLiverpoolup to £45,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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