Paraplanner
other jobs mbf.
Added before 1 Days
- England,North West,Merseyside,Liverpool
- Full Time, Permanent
- £35,000 - £45,000 per annum, negotiable
Job Description:
Paraplanner - Liverpool (Hybrid Working Available)
Salary: Up to £45,000
We are currently working with a highly regarded firm of Independent Financial Advisers with a strong presence across the UK, who are looking to add an experienced Paraplanner to their growing Liverpool office.
This is an excellent opportunity to join a well-established and forward-thinking business that places real value on its people. The firm has built a reputation for delivering high-quality advice and supporting its staff with a collaborative and professional environment.
As a Paraplanner, you will be part of a knowledgeable and supportive team that operates to a consistently high standard. You’ll work closely with Financial Advisers, providing detailed technical support, producing suitability reports, and ensuring advice is compliant and tailored to client needs.
Key Responsibilities:
*Preparing detailed suitability reports across a range of financial planning areas
*Conducting research and analysis to support client recommendations
*Liaising with advisers and administrators to ensure smooth case progression
*Maintaining up-to-date knowledge of financial products and regulations
*Supporting the wider paraplanning team with complex cases where required
What’s on Offer:
*Salary up to £45,000 (depending on experience)
*Hybrid working arrangement
*A genuinely enjoyable and collaborative working environment
*Strong paraplanning team with high technical standards
*Career development opportunities within a growing national firm
What We’re Looking For:
*Previous experience in a Paraplanner role within an IFA or wealth management firm
*Strong report writing and technical knowledge
*Ideally Diploma qualified (or working towards)
*Excellent attention to detail and organisational skills
*A team-oriented mindset with a proactive approach
This is a fantastic opportunity for a Paraplanner who wants to be part of a respected firm where quality of work and employee experience are both taken seriously.
If you’re interested in finding out more, please get in touch for a confidential discussion.
Salary: Up to £45,000
We are currently working with a highly regarded firm of Independent Financial Advisers with a strong presence across the UK, who are looking to add an experienced Paraplanner to their growing Liverpool office.
This is an excellent opportunity to join a well-established and forward-thinking business that places real value on its people. The firm has built a reputation for delivering high-quality advice and supporting its staff with a collaborative and professional environment.
As a Paraplanner, you will be part of a knowledgeable and supportive team that operates to a consistently high standard. You’ll work closely with Financial Advisers, providing detailed technical support, producing suitability reports, and ensuring advice is compliant and tailored to client needs.
Key Responsibilities:
*Preparing detailed suitability reports across a range of financial planning areas
*Conducting research and analysis to support client recommendations
*Liaising with advisers and administrators to ensure smooth case progression
*Maintaining up-to-date knowledge of financial products and regulations
*Supporting the wider paraplanning team with complex cases where required
What’s on Offer:
*Salary up to £45,000 (depending on experience)
*Hybrid working arrangement
*A genuinely enjoyable and collaborative working environment
*Strong paraplanning team with high technical standards
*Career development opportunities within a growing national firm
What We’re Looking For:
*Previous experience in a Paraplanner role within an IFA or wealth management firm
*Strong report writing and technical knowledge
*Ideally Diploma qualified (or working towards)
*Excellent attention to detail and organisational skills
*A team-oriented mindset with a proactive approach
This is a fantastic opportunity for a Paraplanner who wants to be part of a respected firm where quality of work and employee experience are both taken seriously.
If you’re interested in finding out more, please get in touch for a confidential discussion.
Job number 3654866
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...