Paraplanner

Salary: Up to £45,000

I have a fantastic Financial Services job opportunity for a Paraplanner to join a large Financial Services firm based in Liverpool City Centre.

You will be joining a long established team of Financial Planning professionals who have a well organised technical support team and Financial Advisors.

You will be supporting 3 Financial Advisors.

The Company

• A well respected firm who have been established for a long time.
• Easily accessible via train.
• Opportunity for the supported study of Professional Qualifications within Financial Services.

The Role

• Part of a centralised team, proactively working with the Financial Advisors.
• Ensuring all financial planning report writing and suitability reports are carried out in accordance with company procedures.
• Maintaining client information accurately.
• Researching and analysing data for the Financial Advisors
• Working on various platforms and cash flow modelling.

You

• Previous Financial Planning experience and ideally as a Paraplannerwithin a wealth management or IFA environment.
• Attention to detail is a pivotal part of this Paraplanner role.
• Ideally obtained the Diploma in Financial Planning or working towards the financial services qualification.

This role offers working from home 2 days a week.