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Paraplanner - Award-Winning Financial Planning Practice
Liverpool, hybrid (2days in office)
£38,000 - £45,000 Bonus Excellent Benefits
We’re working with a multi-award-winning Financial Planning practice based in Liverpool that provides bespoke financial advice to high-net-worth individuals and some of the UK’s leading businesses.
As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit.
What’s on offer:
- Hybrid working - 2 days in the office
- Flexible Hours
- Annual bonus scheme (c.10%) share options
- Generous holiday allowance, plus birthday off
- Life insurance, Pension, and Permanent Health Insurance
- Career development support
- And more - we’d be happy to talk you through the full package!
What we’re looking for:
- Level 4 Diploma (minimum)
- Strong attention to detail and the ability to clearly communicate complex financial information
- Solid tech skills and confidence using database systems - especially important when working remotely
Apply today to be considered for this opportunity. Not quite the right fit?
We’d still love to hear from you. Get in touch to explore other paraplanning or financial services roles we’re working on that may not be advertised yet.
And if you know someone who’d be a great match? Refer them to us and earn £200 if we help them secure a new role.
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