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Paraplanner
Job Posted: 17 hours ago
Salary: £ 43,000 - 46,000 / Annum
Job Type: Permanent
Location: Liverpool, Merseyside
Expire in: a month
Job Description
Paraplanner
Either Chester or Liverpool
Job Types: Full-time, Permanent
Pay: Up to £43,000 to £46,000.00 per year (Depending on experience)
Benefits:
* Additional leave
* Canteen
* Company pension
* Employee discount
* Financial planning services
* Free parking
* Life insurance
* On-site parking
* Private medical insurance
* Referral programme
* Sick pay
Schedule:
* Monday to Friday
Experience:
* financial services: 2 years (required)
* paraplanning: 1 year (preferred)
Licence/Certification:
* Diploma in Regulated Financial Planning, or equivalent (required)
Are you an experienced Paraplanner with a passion for delivering high-quality financial advice?
Or are you a Trainee Paraplanner or worked in a similar role within a Wealth Management company and looking for that next step?
Do you excel in technical analysis and supporting advisers in crafting bespoke wealth management solutions? If so, we’d love to here from you.
About the company:
Our client is a respected financial planning firm dedicated to providing tailored wealth management services.
Your Role:
As a Client Manager, you will play a vital role in supporting our Financial Planners in by:
* Preparing comprehensive financial plans, cashflow analysis, review reports, and recommendations for clients.
* Conducting detailed research and analysis on financial products, investment options, and tax implications.
* Assisting in the preparation of client meetings, including the creation of meeting packs and documentation.
* Ensuring all advice and documentation comply with regulatory standards and internal policies.
* Liaising with clients and providers to obtain necessary information and ensure seamless communication.
What We're Looking For:
* Experience as a Client Manager/Paraplanner, ideally within a wealth management or financial planning setting.
* Strong technical knowledge of financial products, pensions, investments, and tax planning.
* Excellent analytical skills with the ability to interpret complex data and present it clearly.
* Proficiency in financial planning software and Microsoft Office Suite.
* A Level 4 Diploma in Financial Planning, or higher
* High attention to detail, strong communication skills, and a client-focused approach.
Why Join:
Our client believes in investing in their team’s development and success.
As part of the team, you’ll have the opportunity to advance your career, enhance your expertise, and contribute to the growth of the firm.
They offer a competitive salary and benefits package, along with a supportive and collaborative working environment.
This really is a Fantastic opportunity to work within a brilliant and Award Wining company who genuinely care about Career Development and Progression.
If you meet the above criteria and want to be part of something special, please apply to be considered for interviewBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Liverpool, Merseyside! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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