Paraplanner - #2153128

Recruit UK is working with a fantastic IFA company who has a large presence across the Northwest, and an excellent reputation for great client service, they continue to expand their operation. They are looking for a Paraplanner to join their team in the Liverpool office.

This is a great opportunity for a Paraplanner who is lacking exam support and progression opportunities in their current role. They invest heavily in their team, funding professional exams and offering numerous routes to progress internally. They also have excellent benefits, with the whole team doing a 9-day fortnight which means a 3-day weekend every 2 weeks, whilst being paid full time.

Responsibilities

• Preparing comprehensive financial reports and recommendations
• Ensure all financial advice and reports meet FCA regulations
• Conduct thorough research to support financial planning
• Support Financial Advisers with all aspect of Paraplanning duties
• Collaborating with the wider team to ensure high level of client service is delivered

What’s in it for you:

• Salary up £45,000
• Discretionary performance bonus scheme
• Funded exams and additional revision support
• 9-day working fortnight - a paid day off every other week!
• Holiday: 25 days, plus Bank Holidays and Christmas closures
• DIS, Pension, Sick Pay

Skills and experience required:

• Minimum 3 years of Paraplanner level or higher experience in an IFA firm
• Level 4 Diploma in Financial Planning
• Experience across a range of products and wrappers (e.g. protection, pension, bonds and trusts)

Get in touch or apply online to find out more about this opportunity!