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  • Salary: £35000 - £42000 per annum
  • Location: Liverpool, Merseyside
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    28 Aug 2019
  • Job reference: 33180

An excellent opportunity has arisen for an experienced Paraplanner to join a business in Liverpool within a highly regarded wealth advisory practice.

The role

  • The role is varied and will involve daily contact and interaction with Practice Advisors
  • You will be checking fact finds, collating client information, preparing suitability letters, preparing illustrations and working with internal processing systems
  • Full training on the relevant IT and internal systems will be provided

The individual

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a 'can do' working style
  • You will have been working for an IFA or in a wealth management environment and will hold Level 4
  • Importantly, you will have in depth experience of IHT, pension, investment and protection products and be highly organised

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