Paraplanner

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Paraplanner

Due to the success and growth of this Financial Services company they are looking to recruit a Paraplanner for their Liverpool City Centre office. Salary: £30,000 - £35,000.

You will be working alongside the Financial Services Director and as the main Paraplanner you will be supporting with all technical financial planning.

What I find exciting about this Paraplanning role is you will be involved in all financial services client work including attending client meetings. You will also have the potential to get involved in Financial Advice as well.

This Liverpool based Paraplanner role will involve:

  • Producing tailored technical financial services suitability reports.
  • Cash flow modelling.
  • Reports and researching products for the Financial Services Director.
  • Recommendations and provide technical support on client queries.
  • Attend client meetings with the Financial Services Director.

I’m keen to speak to you if your currently Level 4 Diploma in Financial Planning qualified and have experience in Paraplanning or currently a Financial Advisor.

If you’re looking for a Paraplanner role where you have the potential to get involved with Financial Advice, then please click to apply.

Philip Gordon – Specialist Financial Services Recruiter

Permanent
14 July 2021
Financial Planning
Paraplanner
Merseyside, Liverpool