Remote & Flexible Junior Paraplanner (Study Support)

RecruitUK; Liverpool; Híbrido; GBP 27 000 - 33 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Basic salary c£30,000+ Negotiable

Flexible working with work from home opportunities

Study support towards Level 4 Diploma

Resumo da oferta

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.

Qualificações

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

Responsabilidades

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

Conhecimentos

Paraplanning experience around suitability report writing

Formação académica

Part Level 4 Diploma or equivalent

Descrição da oferta de emprego

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.