Junior Paraplanner - Liverpool

RecruitUK; Liverpool; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Basic salary c£30,000+ Negotiable

Flexible working with work from home opportunities

Study support towards Level 4 Diploma

Job summary

A leading financial advice firm in Liverpool seeks a Junior Paraplanner to support advisers by writing suitability reports and managing annual reviews. The role offers flexible working hours, study support towards a Level 4 Diploma, and the chance to work with experienced independent planners. Ideal for candidates with some paraplanning experience or part-qualified individuals looking to develop their careers in financial planning.

Qualifications

• Understanding of suitability report writing.
• Willingness to develop skills in financial planning.

Responsibilities

• Support the adviser by writing suitability reports.
• Handle annual reviews and conduct administrative duties.

Skills

Paraplanning experience around suitability report writing

Education

Part Level 4 Diploma or equivalent

Job description

Recruit UK are working on an excellent opportunity for a Junior Paraplanner position in Liverpool to join a leading Financial Advice firm. They offer their high net worth clients a quality impartial advice service. They deal with professional individuals in Liverpool and surrounding areas.

Job Description:

My client is a leading Financial Advice firm. Offices in Liverpool.

They are actively seeking a junior Paraplanner to join their advice team. This is a flexible hours working office/home-based role supporting the adviser writing suitability reports, handling annual reviews and conducting senior administration duties to support the delivery of first-class holistic financial planning.

The successful applicant will be required to provide Paraplanning support including report writing, annual review work within agreed business objectives.

Want a flexible working junior paraplanning role with the opportunity to develop into a full paraplanning position. Look no further!!

This position would suit someone who is part level 4 diploma qualified or qualified with some paraplanning experience. This role does not require paraplanning experience in research and analysis.

What’s in it for you:

• Paraplanner - Liverpool
• Basic Salary c£30,000+ Negotiable
• Flexible working incl opportunity to work from home when required
• Working with Experienced Independent Financial Planner
• Study support towards Level 4 Diploma and further CII exams

Skills and experience required:

• Paraplanning experience around suitability report writing