Paraplanner

Paraplanner

Liverpool

Hybrid

Up to £45k

This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Liverpool. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees.

The Business

This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal.

The Role

Working as an Paraplanner within this firm will see you carrying out a range of duties. You will be invited to attend client meetings with the advisor, following which, you will be responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients.

The Benefits

• Salary up to £45k
• 25 days holiday plus bank holidays, and your birthday off
• Hybrid working available
• Annual discretionary bonus of up to 10%
• Valuable share option for all employees (please ask for further details)
• Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example.

Applying

To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.