Experienced Paraplanner

Marshall Moore
Liverpool, UK
18 May 2019
23 May 2019
Contract Type
Full Time
Due to continued success, a well-established financial planning company is looking to recruit an Experienced Paraplanner within their busy Liverpool offices. The successful candidate will be responsible for providing support to highly successful financial advisors and will benefit from working in a prestigious firm with fantastic career opportunities.

Key responsibilities for the Experienced Paraplanner:
  • Prepare and maintain detailed client files and records
  • Review client financial records and write recommendations and suitability reports
  • Researching various different investment products and present findings
  • Fund and portfolio analysis
  • Building strong client relationships
  • Identify new business opportunities
  • Assist with other operational duties as required

Essential Requirements are:
  • At least 2 years' experience in a paraplanning role
  • Ability to prioritise and manage own workload
  • Excellent inter-personal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Good report writing skills
  • Working towards or obtained the Financial Planning Certificate

This is a fantastic opportunity to join a leading financial planning firm on a permanent basis. The Experienced Paraplanner must have a keen interest in financial services alongside a sound understanding of pensions and investments. This position is ideal for an individual who is either an experienced paraplanner, or would like to progress from a trainee position.

If you have all of the above requirements for the Experienced Paraplanner position, then please apply now using the link below.

The above vacancy is only one of many that we are handling. Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:
  • ISA Administrator
  • Settlements Administrator
  • UK and Foreign Payments Administrator
  • Transfers Administrator
  • Reconciliations Administrator
  • Dividends Administrator
  • Corporate Actions Administrator
  • Pensions Administrator
  • Unit Trust Transfers

Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don't hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

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