2 x Junior Paraplanner vacanciesWealth Management Firm with links to an accountancy firmLiverpool offices - hybrid working after onboarding£30k - £35k plus benefits package & bonusMy client is an independent financial advice business with close links to an accountancy firm who have been operated for decades. I have placed 2 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 - £1m across the North of England.My client is looking to recruit 2 paraplanners. 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. The business uses Aviva, Fidelity & Quilter as their main platforms alongside Intelligent Office and Genovo. Full training will be provided. The role would be suitable for a Career Paraplanner however if you aspire to progress to be an Adviser then they can offer this route for you.My client 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 £30k - £35k basic salary. They will offer flexi-hours in terms of when you start your working day and when you finish as well as 25 days annual leave plus bank holidays. Once you are established in the role you can work from home a few days a week after passing your probation. You will benefits from Death in Service Benefit and a bonus scheme.For more details please contact Peter Fozard at Financial Divisions.
Back to search2 x Trainee/Junior Paraplanners - £30k - £35k - Liverpool City Centre Offices
Financial Divisions
Posted 11 days ago, valid for 4 days
Liverpool, Merseyside L96GB, England
Full Time
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Sonic Summary
- Two Junior Paraplanner vacancies are available at a Wealth Management Firm with connections to an accountancy firm in Liverpool, offering hybrid working after onboarding.
- The salary ranges from £30k to £35k, along with a benefits package and bonus structure.
- Candidates should have relevant experience, although full training will be provided, making the role suitable for both aspiring paraplanners and those looking to progress to Adviser.
- The firm has a strong reputation for providing high-quality financial advice and serves approximately 600 active clients across the North of England.
- Interested applicants can contact Peter Fozard at Financial Divisions for more details.
