1. Great firm based in central Liverpool
2. Career progression available
About Our Client
This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of the best IFAs to work for in the UK, they have built up a reputation for service to clients, as well as culture and training & development opportunities.
Job Description
As Paraplanner you will be responsible for:
3. Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients
4. Preparing suitability letters
5. Preparing presentation packs for clients, ensuring all paperwork is compliant
6. Perform research to identify suitable financial solutions and areas for planning for clients
7. Providing technical support to advisers, client service team and other teams as and when required
8. Ensure all client information is recorded accurately and kept confidential.
9. Maintain up-to-date knowledge of financial products, industry changes and legislation.
10. Develop and maintain strong relationships with clients and colleagues.
11. Assist in the implementation of agreed financial plans.
12. Handle client queries and provide excellent customer service.
The Successful Applicant
A successful Paraplanner should have:
13. Proven experience in a paraplanning role with strong report writing skills and research experience
14. Part/qualified diploma level 4
15. Excellent communication and relationship building skills
16. Proactive and detailed approach
17. Strong report writing skills
18. Knowledge of Intelligent Office, FE Analytics, Selectapension, Cash Calc systems
What's on Offer
As Paraplanner, you will get:
19. A competitive salary based on experience and level of qualification
20. An inclusive and supportive company culture.
21. 25 days of holiday leave, plus birthday off
22. Company pension scheme
23. Private medical and life assurance
24. Social events
25. Study support/career development
26. Home working available3-4 days a week
27. Opportunities for career progression and professional development.
We strongly encourage talented individuals who believe they fit the profile to apply for this exciting opportunity in the financial services industry.