Paraplanner

2019-03-01 14:10:382024-01-18 Reward Recruitment
Location Liverpool
Area Merseyside, UK Merseyside UK Liverpool
Sector FINANCIAL SERVICES - Paraplanner
Salary £28,000 - £35,000
Start Date Immediately
Telephone 0113 4671996
Job Ref RR-20191-SJ
Job Views 2220
Description
Position:           Paraplanner
Location:          Liverpool
Salary:              £28,000 - £35,000 plus company pension, bonus and
                          financial support towards 
professional qualifications.
 
Our client are an established fully independent financial advice firm that has been trading in Liverpool for a number of years.  Due to expansion they are now looking for an experienced Paraplanner or individual who is comfortable with pension and investments, with a solid understanding of trusts and taxation.

Requirements:
In order to be considered for this unique opportunity, applicants need to have:
  • Previous experience within a Paraplanning Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
  •  
Duties:
  • You will be required to analyse client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser.
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place.
  • Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant.
  • Provide high quality technical, administrative and research support to the advisers.
  • Provide input to the Office Manager on the suitability of new systems or procedures.
  • Assist in the development of less experienced members of staff.
  •  
Skills:
  • Previous experience working within a similar role within an IFA Practice.
  • Knowledge of Intelligent Office is desired.
  • Level 4 Diploma qualified or a desire to work towards.
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research.
  • Good time management and the ability to organise and prioritise workload.
  •  
How to Apply:
Please send your CV at your earliest opportunity sj@rewardrecruitment.co.uk or call Stuart directly on 0113 4671996 for a discreet and confidential chat.
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