Paraplanner
other jobs Recruit UK
Added before 9 Days
- England,North West,Merseyside,Liverpool
- full-time
- £35,000 - £45,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Wealth Management
Location: 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
Industry: Wealth Management
Location: 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
Job number 1806578
metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...