Paraplanner

1 Days Old

Recruit Wealth are delighted to be representing once again our well-established and highly respected Financial Planning client that is committed to improving the financial wellbeing of its clients through truly holistic, independent advice.
This is an excellent opportunity for an experienced Paraplanner to join a forward-thinking business that places quality, client outcomes and long-term relationships at the centre of everything they do.
You’ll be part of a collaborative and professional environment where your technical expertise is valued and your development is fully supported.
The Role
As a Paraplanner, you will play a pivotal role in supporting Financial Advisers by delivering high-quality technical and client-focused work.
You will be responsible for producing detailed suitability reports, conducting in-depth research, and ensuring all recommendations align with client objectives and regulatory standards.
This is a varied, technical role that requires strong analytical ability, attention to detail and the confidence to interpret complex financial information, playing a vital part in the advice process!
Key Responsibilities
* Preparing accurate and compliant suitability reports and client documentation within agreed timescales
* Conducting technical and product research to support financial planning recommendations
* Analysing existing client arrangements and contributing to review processes
* Work...
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Location:
Liverpool
Salary:
£45,000 - £50,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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