Paraplanner

Paraplanner

£30,000 - £40,000

Permanent, Full time

Liverpool

(Hybrid Working)

Paraplanner required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth Management organisation.

Key responsibilities of the Paraplanner:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Work with the Financial Planner to ensure the correct client outcome is achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Manages own workload to meet personal targets
• Communicate effectively with the Financial Planners to manage expected delivery dates
• Responsible for managing process, tasks and complying with FCA guidelines
• Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
• Participate in local projects to support the overall Financial Planning Team, as required

Required skills and experience of the Paraplanner:

• Level 4 Diploma in Financial Planning (DipPFS)
• Experience working within Paraplanning / Advisory role
• A desire to develop further and to undertake relevant examinations and working towards Chartered status
• Strong IT skills
• Good team working skills
• Strong attention to detail
• Good problem-solving and analytical skills.

The company offers strong progression paths and various excellent benefits including the below:

• Annual Bonus
• Private medical insurance
• Generous pension contribution
• Flexible working

This is fantastic opportunity to join a well-established organisation with the option for hybrid working. If you believe you have the necessary skills and experience for the Paraplanner, please apply now, or contact Olivia Lawrenson at Sellick Partnership.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.