Paraplanner - Liverpool, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Liverpool, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job Title:
Paraplanner

Industry:
Financial Services

Location:
Liverpool

Salary:
£40,000

Job Ref: 7274

Job Description:
Paraplanner


Recruit UK are working on an excellent opportunity for a paraplanner to join a well-established Independent Financial Advice firm in Liverpool.

This is a well established company, offering full holistic financial planning and excellent private client advice services.


Role:
Paraplanner


To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research, technical analysis and annual reviews.


What's in it for you:
Paraplanner

  • Competitive Salary £40k+


  • Office based

  • Liverpool (Hybrid home working considered)
  • Excellent Benefits
  • Competitive holiday allowance
  • Study support

Skills and experience required:
Paraplanner

  • Paraplanning Experience
  • Level 4 Diploma
  • Organised and efficient to enable procedures to be carried out effectively
  • Compliance knowledge required
  • Computer literacy
  • Excellent verbal and written communications
  • Proficient in using MS Excel, Outlook and Word
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