Paraplanner - Liverpool

Our client based in Liverpool are looking to appoint an experienced Paraplanner to help support their growing team. Our client prides themselves on offering expert advice and a first-class service to their clients. Their client base predominantly includes HNW families along with successful business owners.

As a Paraplanner, you will help to provide technical expertise to support and assist in the financial planning process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will also aid in the production of compliant financial planning reports to be presented to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the administration team to ensure business is accurately processed and systems are correctly updated.

You will always strive to produce well thought out and meaningful suitability reports that demonstrate your attention to detail and understanding of their needs.

Experience / Qualifications:

You should be an experienced paraplanner with great report writing skills
Level 4 Diploma is desirable but not required if you have good paraplanning experience
You will have experience of Life, Pension and Investment products
Have a positive approach to work/life balance

This company offers hybrid working options, with either 1-2 days per week available to work from home. There is also the potential for this role to be part-time, with a minimum of 25 hours worked per week (for the right candidate).

If you are interested in applying for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk

Paraplanner - Liverpool

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