Liverpool Permanent
  • Great firm based in central Liverpool
  • Career progression available

About Our Client

This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of the best IFAs to work for in the UK, they have built up a reputation for service to clients, as well as culture and training & development opportunities.

Job Description

As Paraplanner you will be responsible for:

  • Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients
  • Preparing suitability letters
  • Preparing presentation packs for clients, ensuring all paperwork is compliant
  • Perform research to identify suitable financial solutions and areas for planning for clients
  • Providing technical support to advisers, client service team and other teams as and when required
  • Ensure all client information is recorded accurately and kept confidential.
  • Maintain up-to-date knowledge of financial products, industry changes and legislation.
  • Develop and maintain strong relationships with clients and colleagues.
  • Assist in the implementation of agreed financial plans.
  • Handle client queries and provide excellent customer service.

The Successful Applicant

A successful Paraplanner should have:

  • Proven experience in a paraplanning role with strong report writing skills and research experience
  • Part/qualified diploma level 4
  • Excellent communication and relationship building skills
  • Proactive and detailed approach
  • Strong report writing skills
  • Knowledge of Intelligent Office, FE Analytics, Selectapension, Cash Calc systems

What's on Offer

As Paraplanner, you will get:

  • A competitive salary based on experience and level of qualification
  • An inclusive and supportive company culture.
  • 25 days of holiday leave, plus birthday off
  • Company pension scheme
  • Private medical and life assurance
  • Social events
  • Study support/career development
  • Home working available3-4 days a week
  • Opportunities for career progression and professional development.

We strongly encourage talented individuals who believe they fit the profile to apply for this exciting opportunity in the financial services industry.

Martin Christian
Quote job ref
Phone number
+44 151 255 3777

Job summary

Job function
Business Support
Sub Sector
Financial Services
Financial Services
Contract type
Consultant name
Martin Christian
Consultant phone
+44 151 255 3777
Job reference