Recruit UK are working on an excellent opportunity for a Junior Paraplanner position in Liverpool to join a leading Financial Advice firm. They offer their high net worth clients a quality impartial advice service. They deal with professional individuals in Liverpool and surrounding areas.
Job Description:
My client is a leading Financial Advice firm. Offices in Liverpool.
They are actively seeking a junior Paraplanner to join their advice team. This is a flexible hours working office/home-based role supporting the adviser writing suitability reports, handling annual reviews and conducting senior administration duties to support the delivery of first-class holistic financial planning.
The successful applicant will be required to provide Paraplanning support including report writing, annual review work within agreed business objectives.
Want a flexible working junior paraplanning role with the opportunity to develop into a full paraplanning position. Look no further!!
This position would suit someone who is part level 4 diploma qualified or qualified with some paraplanning experience. This role does not require paraplanning experience in research and analysis.
What’s in it for you:
- Paraplanner – Liverpool
- Basic Salary c£30,000+ Negotiable
- Flexible working incl opportunity to work from home when required
- Working with Experienced Independent Financial Planner
- Study support towards Level 4 Diploma and further CII exams
Skills and experience required:
- Paraplanning experience around suitability report writing
Recruit UK are working on an excellent opportunity for a Junior Paraplanner position in Liverpool to join a leading Financial Advice firm. They offer their high net worth clients a quality impartial advice service. They deal with professional individuals in Liverpool and surrounding areas.
Job Description:
My client is a leading Financial Advice firm. Offices in Liverpool.
They are actively seeking a junior Paraplanner to join their advice team. This is a flexible hours working office/home-based role supporting the adviser writing suitability reports, handling annual reviews and conducting senior administration duties to support the delivery of first-class holistic financial planning.
The successful applicant will be required to provide Paraplanning support including report writing, annual review work within agreed business objectives.
Want a flexible working junior paraplanning role with the opportunity to develop into a full paraplanning position. Look no further!!
This position would suit someone who is part level 4 diploma qualified or qualified with some paraplanning experience. This role does not require paraplanning experience in research and analysis.
What’s in it for you:
- Paraplanner – Liverpool
- Basic Salary c£30,000+ Negotiable
- Flexible working incl opportunity to work from home when required
- Working with Experienced Independent Financial Planner
- Study support towards Level 4 Diploma and further CII exams
Skills and experience required:
- Paraplanning experience around suitability report writing
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