Experienced Paraplanner

Marshall Moore
Liverpool, UK
17 Jun 2019
27 Jun 2019
Contract Type
Full Time
If you are an experienced Paraplanner who is looking to take the next step in your career, then this is the role for you!

Located in impressive city centre offices, my client is a leading name in financial planning, with an excellent reputation in their field. Due to ongoing growth plans, this forward thinking firm are looking for an experienced Paraplanner to join their busy team and contribute to overall business plans.

Alongside fantastic opportunities for career development, this role can offer a competitive salary, full benefits package and flexible working environment.

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 unique opportunity on the Liverpool market for a Paraplanner to commit to a highly successful 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.

This job was originally posted as www.totaljobs.com/job/86693884

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