Paraplanner

Prestige Recruitment Group; Liverpool; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Working from home 2 days a week

Support for Professional Qualifications

Job summary

An established financial services firm is seeking a dedicated Paraplanner to join their Liverpool City Centre team. This role involves supporting Financial Advisors by ensuring compliance with company procedures in financial planning and report writing. You'll work closely with a well-organized team, contributing to client management and data analysis. The position offers a collaborative environment with opportunities for professional growth, including support for obtaining financial qualifications. If you have a keen eye for detail and a passion for financial services, this could be the perfect opportunity for you.

Qualifications

• Experience as a Paraplanner in wealth management or IFA environment.
• Strong attention to detail is crucial for this role.

Responsibilities

• Support Financial Advisors with report writing and client information maintenance.
• Research and analyze data for financial planning.

Skills

Financial Planning

Attention to Detail

Data Analysis

Education

Diploma in Financial Planning

Tools

Cash Flow Modelling Software

Job description

Paraplanner

Liverpool City Centre

Salary: £35,000 - £40,000

This role offers working from home 2 days a week.

I have a fantastic Financial Services job opportunity for a Paraplanner to join a large Financial Services firm based in Liverpool City Centre.

You will be joining a long established team of Financial Planning professionals who have a well organised technical support team and Financial Advisors.

You will be supporting 3 Financial Advisors.

The Company

• A well respected firm who have been established in Liverpool for a long time.
• Easily accessible via train.
• Opportunity for the supported study of Professional Qualifications within Financial Services.

The Role

• Part of a centralised team, proactively working with the Financial Advisors.
• Ensuring all financial planning report writing and suitability reports are carried out in accordance with company procedures.
• Maintaining client information accurately.
• Researching and analysing data for the Financial Advisors.
• Working on various platforms and cash flow modelling.

You

• Previous Financial Planning experience and ideally as a Paraplanner within a wealth management or IFA environment.
• Attention to detail is a pivotal part of this Paraplanner role.
• Ideally obtained the Diploma in Financial Planning or working towards the financial services qualification.

We have been to the office and met with the client so if you would like more info on the role please feel free to call.

I look forward to speaking to you about this Paraplanner job opportunity.

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