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- Paraplanner vacancy
- Work on a 1-2-1 basis with an Adviser
- Independent Wealth Management Firm
- Liverpool City Centre offices
- £30k - £45k DOE, plus benefits package
My client is an independent financial advice business with offices spread across the Northwest of England. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Cashflow Modelling, Mortgages, and some Protections. They work with clients who are SME owners, retirees, high income City professionals and local families with on average £500k of investable assets to invest, but their top cases have over £10m invested, totalling £1bn AUM.
My client is looking to recruit a brand new paraplanner. The role will be based in the Liverpool office and supporting the higher billing Advisers across the business who have been with the business for many years and deal with the more complex cases. The business uses Aviva, Fidelity & Quilter, Transact and James Hay as their main platforms alongside Intelligent Office as their CRM, FE Analytics and Voyant for cashflow modelling. Full training will be provided on their systems, but the role would be suitable for a Career Paraplanner who is ideally diploma qualified or working towards it who is well versed across end-to-end paraplanning. However, if you aspire to progress to be an Adviser then they can offer this route for you longer term.
The Directors can offer a very secure and rewarding role, with an excellent benefits package and bonus structure. My client are looking to offer between £30k - £45k basic salary. For more details, please contact Peter Fozard at Financial Divisions.
