Paraplanner

Recruit UK

Posted 18 hours ago, valid for 20 days

Liverpool, Merseyside L96GB, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job title is Paraplanner in the wealth management industry located in North Greater Liverpool.
The salary range for this position is £35,000 to £45,000, with a higher salary negotiable based on experience.
The ideal candidate should have previous paraplanning experience, particularly in reports and research.
Key responsibilities include conducting research, preparing asset reports, and collaborating with a team to support client needs.
The firm offers benefits such as 25 days of annual leave, a pension, and opportunities for long-term career growth.

Job Title: ParaplannerIndustry: Wealth ManagementLocation: North Greater Liverpool Salary: £35,000 - £45,000 (higher salary negotiable based on experience)

Recruit UK is pleased to partner with a growing wealth management firm in Liverpool, seeking an experienced Paraplanner to join their team. This firm is committed to a client-first approach, providing tailored and independent financial planning to help clients achieve their goals.

Role Responsibilities:

Conduct research and produce suitability reports.
Prepare asset reports and assist with Investment Committee discussions.
Work closely with Investment providers, supporting paraplanning and back-office operations.
Collaborate with large team of IFAs and paraplanners to support client needs.

Benefits:

Salary up to £45,000.
4x DIS, 25 days annual leave + bank holidays.
Pension, discretionary bonus
Long-term career growth and opportunities to get involved with investment management.

Ideal Candidate:

Previous paraplanning experience, particularly in reports and research.
Interest in investments and involvement in investment committees.
Strong communication and multitasking skills.

Contact Recruit UK for more information about this exciting opportunity!

Ref: 9367

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