Paraplanner

Recruit UK is working with a sought-after IFA Firm, that has a large presence across the UK. They are looking for an experienced Paraplanner to join their team in Liverpool.

This is a great opportunity for a Paraplanner who is lacking exam support and progression opportunities in their current role. They are well known for investing heavily in their team and has numerous clear progression routes.

Responsibilities:

• Research clients’ financial arrangements, analyse investment and client data.
• Construct financial planning strategies and research financial product marketplace.
• Produce financial planning reports.
• Assist Financial Planners with preparation for client meetings.
• Maintain complaint records.
• Work as part of the team to deliver the highest level of client service.
• Perform general office administration tasks as required and provide holiday cover.
• Maintain and update back-office systems and platforms.

Benefits:

• Competitive salary of up to £45,000
• Hybrid working (2 days in office)
• Funded qualifications
• 25 days annual leave
• Employee Assistance Programme
• Clear cut progression opportunities
• 4.5% company pension scheme
• Death in service
• Annual company conference, social events and Christmas party
• Flexi benefits system

Skills and experience required:

• 2 years minimum paraplanning experience
• Level 4 Diploma obtained or near completion
• Experience completing research and writing suitability reports’