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Wirral, Merseyside

Salary: £38,000 - £45,000

We are currently looking to speak to Paraplanners who are diploma qualified or nearly completed the qualification.

This Wirral based IFA Practice is looking to recruit an additional Paraplanner due to the growth of the business.

Only a short walk from a Wirral train station and offers free parking.

Your role will involve:

  • Working on all areas of Technical Paraplanning
  • Technical Pension research and supporting the Financial Advisors with all paraplanning
  • Suitability reports on client portfolios.

Due to the nature of this role, I would be keen to discuss the duties in more detail.

You will be working with an established team of Paraplanners, IFA’s and IFA Support Administrators.

Requirements for this role:

  • Ideally have a technical pensions background or experience in Pension Transfers.
  • Must have Paraplanning experience.
  • Ideally passed the Diploma in Financial Planning or nearly completed.

This is an outstanding Financial Services job opportunity and is ideally located on the Wirral, Merseyside.

If you would like to hear more about this Wirral based Paraplanner role, please contact Philip Gordon – Specialist Financial Services Recruiter.

24 May 2024
Financial Planning
Merseyside, Wirral
Salary: £38,000 - £45,000 - Free Parking