Paraplanner - work with 3 established advisersWealth Management Firm with links to an accountancy firmLiverpool offices - hybrid working after onboarding£40k - £45k plus benefits package & bonusMy client is an independent financial advice business with close links to an accountancy firm who have been operated for many decades. I have placed 3 staff into the business. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They work with c.600 active clients who are SME owners, retirees, City professionals including accountants, lawyers and other occupational professionals with varying levels of assets from £100k - £5m across the North of England.My client is looking to recruit a career paraplanner (no aspirations to be an adviser, or at least for many years). The role will be based in the Liverpool office and supporting the 3 highly established Advisers who have been with the business for 20+ years each as well as a team of forward thinking paraplanners and administrators. You will ideally be diploma qualified, but if you're on your way towards completion and have enough experience (2 years of paraplanning) then my client will still consider your application. The business uses Aviva, Fidelity & Quilter as their main platforms alongside Intelligent Office and Genovo. Full training will be provided.The Directors can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service benefit amongst others. My client are looking to offer between £40k - £45k basic salary. Once you are established in the role you can work from home a few days a week after passing your probation. You will benefit from Death in Service Benefit and a bonus scheme.For more details please contact Peter Fozard at Financial Divisions.
Back to searchParaplanner - work with 3 established advisers - Up to £45k plus bonuses
Financial Divisions
Posted 2 days ago, valid for a month
Liverpool, Merseyside L96GB, England
Full Time
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Sonic Summary
- The position is for a Paraplanner at a Wealth Management Firm in Liverpool, offering hybrid working after onboarding.
- The salary for this role ranges from £40k to £45k, accompanied by a benefits package and bonus structure.
- Candidates should have at least 2 years of paraplanning experience, with diploma qualifications preferred but not mandatory if on track to complete.
- The successful candidate will support three established advisers with over 20 years of experience, serving a diverse client base of around 600 active clients.
- The firm is known for its high-quality advice in areas such as Pensions, Investments, and Tax Planning, and provides full training for new hires.
