Paraplanner - Remote Work & Study Support in Wealth Mgmt

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

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.