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Paraplanner, Liverpool
Hybrid
Up to £45k
This role is best suited for an experienced Paraplanner that has their Level 4 or is close to obtaining it. Our client is looking for a dedicated and driven individual to join their team in Liverpool. You will benefit from joining a large team where you will receive support, hybrid working, and great benefits. This business offers long term security and progression opportunities to their employees.
The BusinessThis company is directly authorised, and independent. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience.
The RoleAs a Paraplanner, you will be working closely with Financial Advisers by providing technical support in accordance with the client’s Financial Advice needs. After assessing the client’s needs, you will be producing accurate, timely, and compliant reports.
A typical day will involve conducting research on products, writing reports that advisers will present to clients, preparation of client review packs and illustration requests, and assisting with and maintaining client records.
The Benefits
- 25 days holiday plus bank holidays, and your birthday off
- Hybrid working available.
- A salary of up to £45k
- Annual discretionary bonus of up to 10%
- Valuable share option for all employees (please ask for further details)
- Flexible working hours, 9am - 5:30pm but can do 8am - 4:30pm for example.
To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
