Paraplanner

Liverpool City Centre, Merseyside

Salary: £35,000 - £40,000

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

This financial services firm offers 1 -2 days a week working from home.

This Liverpool City Centre based IFA Practice is looking to recruit an additional Technical Paraplanner due to the growth of the business.

Only a short walk from Liverpool Moorfields, James Street & Liverpool Central train stations.

Your role will involve:

• Working on all areas of Technical Financial Planning.
• Technical Pension research and supporting the Financial Advisors with Pension Transfers.
• 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:

• Must be qualified to Diploma in Financial Planning or working towards the qualification.
• Ideally have a technical pensions background or experience in Pension Transfers.
• Must have Paraplanning experience.

This is an outstanding Financial Services job opportunity and is ideally located in Liverpool City Centre, Merseyside.

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