Job Title: Paraplanner
Industry: Financial Services
Location: Liverpool
Salary: Up to £46,000 (negotiable based on experience)
An exciting opportunity has arisen for an experienced Paraplanner to join a leading Independent Financial Advice firm based in Liverpool. This firm offers high-quality financial services to high-net-worth clients across the North West and Wales. As a Paraplanner, you will provide essential support to Financial Advisers, assisting with in-depth research, analysis, and the preparation of high-quality suitability reports that align with the firm’s holistic financial planning approach.
Role Responsibilities: *Conduct detailed research and analysis to support client financial plans.
*Prepare comprehensive suitability reports, ensuring all recommendations align with client goals.
*Assist Financial Advisers in delivering first-class financial advice to high-net-worth clients.
*Maintain high standards of compliance and accuracy in all report writing and documentation.
Benefits: *Salary up to £46,000, negotiable based on experience.
*Flexible working arrangements, promoting work-life balance.
*22 days annual leave plus bank holidays & christmas shutdown.
*Discretionary bonus scheme.
*Study support for professional development.
*Company pension and other benefits.
*Access to free financial advice.
Ideal Candidate: *Level 4 Diploma in financial planning (or equivalent).
*Minimum 2 years of paraplanning experience.
*Strong skills in report writing, research, and analysis.
*Good knowledge of financial planning processes, compliance, and suitability reports.
*Ability to work both independently and within a team to meet business objectives.
This is a fantastic opportunity to join a supportive and well-established team, with the potential for career progression within the firm.
Contact Recruit UK for more information on this exciting opportunity! Ref: 9236