Full job descriptionRecruit UK is working with a sought-after IFA Firm, that has a large presence across the UK. They are looking for an experienced Paraplanner to join their team in Liverpool.
This is a great opportunity for a Paraplanner who is lacking exam support and progression opportunities in their current role. They are well known for investing heavily in their team and has numerous clear progression routes.


Responsibilities:
*Research clients’ financial arrangements, analyse investment and client data.
*Construct financial planning strategies and research financial product marketplace.
*Produce financial planning reports.
*Assist Financial Planners with preparation for client meetings.
*Maintain complaint records.
*Work as part of the team to deliver the highest level of client service.
*Perform general office administration tasks as required and provide holiday cover.
*Maintain and update back-office systems and platforms.


Benefits:
*Competitive salary of up to £45,000
*Hybrid working (2 days in office)
*Funded qualifications
*25 days annual leave
*Employee Assistance Programme
*Clear cut progression opportunities
*4.5% company pension scheme
*Death in service
*Annual company conference, social events and Christmas party
*Flexi benefits system


Skills and experience required:
*2 years minimum paraplanning experience
*Level 4 Diploma obtained or near completion
*Experience completing research and writing suitability reports’