Paraplanner - Liverpool, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Liverpool, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levelsin their career.

You will be joining a Chartered Financial Planning practice that prides themselves on providing high quality, independent advice.

They are looking to add a Paraplanner to the team, to support the Financial Advisers within the business and optimising work flow.

You will have access to the training academy and exams are fully funded.

Salary is up to £55,000 the top level is paid to Chartered Paraplanners

Benefits:

25 days holiday + BH 4 x DIS, PMI - Bupa, Pension Scheme AE, Cashplan, Salary sacrifice, Holiday exchange

To be considered for this role, you must:
Hold the Level 4 Diploma, or be working towards it

Previous experience within a Paraplanning capacity

Competent writing suitability reports and preparing cashflow reports