Candidate Source Limited
19 Jul 2018
22 Jul 2018
Contract Type
Full Time
A financial services company with international, national and regional based clients is seeking a Paraplanner based in Liverpool to join its expanding team. Working in modern, spacious offices the successful Paraplanner will also benefit from a basic salary of up to £30,000 and above dependent on experience.

As a Paraplanner your duties will include:

- Working with fact find.
- Ensuring that quality assessments (peer review) have been carried out, evidenced and signed off accordingly.
- Managing own workflow position and provide updates.
- Preparing and maintaining the client file.
- Preparing recommendations.
- Implementing recommendation.
- Liaising with the Adviser and then preparing suitability reports.

To be a successful Paraplanner you will have the following skills and experience:

- Level 4 qualified or working towards.
- Experience in a similar role within the financial services industry.
- Practical application of technical financial knowledge within career.
- Excellent researching and report writing skills and writing experience within financial services.
- Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
- Previous experience within a fast-paced IFA Practice.

Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest', subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third party's details should you wish.
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