Paraplanner
Liverpool city centre
Hybrid working
£40k +


This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Liverpool. Offering a salary of £40,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees.
The Business
This company is a directly authorised, independent financial advisory firm. They have been established for over 10 years at this point and have office hubs located throughout the UK. Founded by an industry leader with a massively successful background, they’re going from strength to strength and looking to grow. They pride themselves on their dedication to delivering an exceptional client experience and investment in the training and development of their staff to reach this goal.
The Role
Working as a Paraplanner within this firm will see you carrying out a range of duties. You’ll be working closely with advisors to support them in delivering the best outcomes to their clients. This will involve writing technical reports across a wide range of advice, carrying out in depth research across various funds, cashflow writing and analysis, and much more.
The Benefits
*A salary of £40k + depending on experience
*25 days holiday plus bank holidays, and your birthday off
*Hybrid working
*Annual discretionary bonus of up to 10%
*Valuable share option for all employees (please ask for further details)
*Flexible working hours, 9am – 5:30pm, but can do 8am – 4:30pm for example
*Life assurance
*Income protection
Applying
To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.