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Paraplanner - North West - £25,000 - £40,000 Free Parking

Posted 22 February by Zoot Recruit Easy Apply Ended

Paraplanner - North West - £25,000 - £40,000 + Free Parking

I have a fantastic opportunity for an experienced Paraplanner to join a growing, family-run Financial Services organisation in the North West area, located between Liverpool and Manchester.

The Company

  • A well-established and growing Financial Services business, that can offer real career development
  • Easily accessible via car - very close to major motorway routes
  • Free Parking available, with a modern office
  • Christmas shutdown so no need to use holidays

The Role

  • Working as part of the technical team and actively involved within the back-office process
  • Carrying out a full paraplanner role on a daily basis
  • Liaising with advisers, administrators and managers
  • Providing analysis on investment and pension portfolios


  • Previous experience within a Paraplanner role is essential, working within a wealth management or IFA environment
  • Level 4 Qualified ideally but not essential
  • A thorough working knowledge of FCA regulations and products and their application
  • Knowledge of True Potential, as well as of O&M systems would be an advantage
  • A proactive and positive attitude
  • Strong communication skills and ability to build rapport

I have been to the office and met with the client so if would like more info on the role please feel free to call Philip Gordon on and I can discuss this role in more detail. I am also contactable via email.

I am also contactable via my LinkedIn.

Zoot Recruit is a specialist Financial Services & Insurance recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2017 with our current team having over 40 year's specialist recruitment experience.

Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.

For further opportunities please visit our website

We are also on twitter so feel free to follow us @zootrecruit.

Required skills

  • Financial Services

Reference: 34533925

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