Paraplanner - Liverpool, United Kingdom - Recruit UK

Recruit UK

Verified Company

Liverpool, United Kingdom

3 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Industry:
Financial Planning

Location:
Liverpool

Salary:
£42,000

Job reference: 7416

Job Description:
Paraplanner

Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading a prestigious wealth advice and investment management business.

They are winners of numerous industry awards' and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and admiration from clients.

You will be playing an integral role in developing their client's lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to their Financial Planners.

A hot bed of activity means the offices are always buzzing and there is strong team ethos across the business.

They do not believe in micro-managing their colleagues, you will have the independence to work closely with the financial planners and administrationsupport in a small hub.

Job role:

Prepare written advice and provide technical research services to a team of Financial Planners.
Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

What's in it for you: