Paraplanner - North Wales - Salary up to £40k

11 Jan 2018
10 Feb 2018
Contract Type
Full Time

Paraplanner - North Wales - Salary up to £40k

I have a fantastic opportunity for an experienced Paraplanner to join a renowned and market-leading firm in the North Wales area.

The Company

A leader in the national wealth management market, which can offer real career development.

  • Free parking
  • 25 days holiday
  • Private medical insurance available
  • Healthy pension scheme

The Role

  • Part of a centralised team, proactively working with advisers
  • Designing and delivering first class, client focussed solutions
  • Liaising with advisers, investment managers and administrators
  • Producing accurate and compliant suitability reports


  • Previous experience within a Paraplanner role is essential, working within a wealth management or IFA environment
  • Minimum level 4 qualified, ideally holding advanced CII/IFS qualifications
  • A thorough working knowledge of FCA regulations and products and their application
  • A proactive and positive attitude
  • Strong communication skills and ability to build rapport

I have had in depth discussions with the client so if would like more info on the role please feel free to call Philip Gordon on Liverpool 601-6000 and I can discuss this role in more detail. I am also contactable via email.

I am also contactable via my LinkedIn.

Zoot Recruit is a specialist Financial Services & Insurance recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2018 with our current team having over 40 year's specialist recruitment experience.

Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.

For further opportunities please visit our website

We are also on twitter so feel free to follow us @zootrecruit.

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