Paraplanner
Liverpool, Merseyside
Salary: £35,000 - £40,000
Hybrid working.
Dynamic and growing financial advisory firm based in Liverpool, committed to providing 1st class financial planning advice to their clients. The team prides itself on professionalism, integrity, and client centric solutions. They are looking for a skilled Paraplanner to join their vibrant team and support the financial advisors in delivering exceptional service.
Key Responsibilities:
- Conduct comprehensive research and analysis to support financial planning recommendations.
- Prepare and maintain detailed financial reports, including cash flow forecasts and investment analyses.
- Collaborate closely with financial advisors to develop and implement financial strategies tailored to client needs.
- Ensure compliance with regulatory requirements and maintain accurate documentation of client files.
- Liaise with clients to gather necessary information and clarify financial objectives.
- Stay updated on industry trends, regulations, and financial products to provide informed recommendations.
Experience & Qualifications:
- Previous experience as a Paraplanner or in a similar financial services role.
- Level 4 Diploma in Financial Advice (or equivalent) is essential; further qualifications are a plus.
- Strong understanding of financial planning concepts, investment products, and regulatory standards.
- Excellent analytical skills and attention to detail.
- Strong communication skills, both written and verbal, with the ability to build rapport with clients.
- Proficient in financial planning software
What they Offer:
- Competitive salary of £35,000 - £40,000, depending on experience.
- Hybrid working
- Comprehensive training and ongoing professional development opportunities.
- A supportive and collaborative work environment.
- Opportunities for career progression within the firm.
Please click to apply and submit your CV.