Due to a current merger, an established Liverpool IFA firm are currently seeking an experienced Paraplanner to work closely with two Financial Planners in a specialist sports practice.
Professional, numerate and analytical, you’ll have the ability to work confidentially along side highly qualified advisers and deal with high net worth individuals.
Ideally you will be comfortable liaising with clients, you may attend client meetings if you so wish.
The main responsibilities for this role require you to assist in the preparation of client reviews which will include product research, regular savings and platforms, liaison with product providers and third parties on any technical queries, report writing and clients care.
This role would suit a diligent individual who has previous paraplanning experience. You will be dynamic and flexible in your approach to work and you will ideally be qualified to level 4 minimum.
Competitive salary, commensurate with experience
- revision and study support
- pension scheme
- 25 days holiday
Equally importantly you will be part of a growing, innovative, friendly, positive and passionate team of people, at a very exciting time for the business. Apply to find out more!
- Client Services
- report writing