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Paraplanner

Paraplanner

Mitchell Hall Consulting

Posted a day ago, valid for 15 days

Liverpool, Merseyside L2 2DP, England

£25,000 - £34,000 per annum

Full Time

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Sonic Summary

A leading Wealth Practice with over 30 years of experience is seeking a Paraplanner for their Liverpool office.
The role involves a variety of Paraplanner functions, including product research, suitability reports, and client record maintenance.
The position offers a competitive salary of up to £34,000 along with benefits, and is office-based.
Candidates should have at least 1 year of Paraplanner experience and must hold RO1, RO2, RO3, and JO9 exams.
Experience with Intelligent Office (IO)/CRM systems and the ability to manage one's own workload in detail are desirable for this opportunity.

Paraplanner opportunity - Well establishedWealth Practice

My client is a leading Wealth Practice with over 30 years experience of giving bespoke advice to clients in Liverpool and the North West.They are looking to augment their successful team by securing a Paraplanner for their Liverpool office.

You'll deal with a wide range of Paraplanner functions such as researching products, suitability reports& client record maintenance,amongst other aspects. A competitive salary up to 34,000 plus benefits are on offer, with this office based role.

Ideally, you'll have at least 1 years Paraplannerexperience, hold RO1, RO2, RO3 and JO9 exams, have experience with Intelligent Office (IO)/CRM systems& be able to work on your own workload in a detailed manner, would be desirable for this opportunity!

Click and apply for this sought afteropportunity, as a short list is being drawn up for interview, as we speak!

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