Paraplanner

Recruiter
Reward Recruitment
Location
Liverpool, UK
Salary
Competitive
Posted
23 May 2019
Closes
27 May 2019
Ref
1092753957
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Position: Paraplanner

Location: Liverpool

Salary: £28,000 - £35,000 plus company pension, bonus and financial support towards

professional qualifications.

Our client are an established fully independent financial advice firm that has been trading in Liverpool for a number of years. Due to expansion they are now looking for an experienced Paraplanner or individual who is comfortable with pension and investments, with a solid understanding of trusts and taxation.

Requirements:

In order to be considered for this unique opportunity, applicants need to have:
  • Previous experience within a Paraplanning Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

Duties:
  • You will be required to analyse client's circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser.
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place.
  • Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant.
  • Provide high quality technical, administrative and research support to the advisers.
  • Provide input to the Office Manager on the suitability of new systems or procedures.
  • Assist in the development of less experienced members of staff.

Skills:
  • Previous experience working within a similar role within an IFA Practice.
  • Knowledge of Intelligent Office is desired.
  • Level 4 Diploma qualified or a desire to work towards.
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research.
  • Good time management and the ability to organise and prioritise workload.

How to Apply:

Please send your CV at your earliest opportunity or call Stuart at Reward Recruitment Limited for a discreet and confidential chat.

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