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Paraplanner

  • Salary: £35000 - £42000 per annum + Benefits + Bonus
  • Location: Liverpool, Merseyside
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    26 Feb 2021
  • Job reference: 35255

My client is currently looking for an experienced Paraplanner to join their business in Liverpool. The firm is a national chartered wealth and investment management practice.

THE ROLE

  • To prepare written advice and provide technical research services to a team of Advisors and Partners
  • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
  • Assist with any new business initiatives, as required
  • Proactive in suggesting improvements for the continuing progression of the team and company
  • Strong technical knowledge and research of financial services products
  • Relevant experience in a wealth management environment
  • Effective communication, both verbally and in writing
  • Effective drafting of client advice
  • Ability to attend client meetings



THE CANDIDATE

  • Must be Diploma level (or equivalent) and looking to work towards Chartered status
  • The candidate must have full paraplanning experience
  • Experience in a fee based environment
  • Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
  • Experience in report writing and research (ideally pre-sale)
  • Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge


Here is what they will give you:

  • 25 days holiday entitlement + bank holidays
  • Performance related bonus scheme
  • Group life assurance
  • Company pension
  • Income protection insurance
  • Flexible benefits package
  • Flexible working (on an individual basis)


For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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