Paraplanner

Job Title: Paraplanner
Industry: Wealth Management
Location: North Greater Liverpool
Salary: £35,000 - £45,000 (higher salary negotiable based on experience)

Recruit UK is pleased to partner with a growing wealth management firm in Liverpool, seeking an experienced Paraplanner to join their team. This firm is committed to a client-first approach, providing tailored and independent financial planning to help clients achieve their goals.

Role Responsibilities:

• Conduct research and produce suitability reports.
• Prepare asset reports and assist with Investment Committee discussions.
• Work closely with Investment providers, supporting paraplanning and back-office operations.
• Collaborate with large team of IFAs and paraplanners to support client needs.

Benefits:

• Salary up to £45,000.
• 4x DIS, 25 days annual leave + bank holidays.
• Pension, discretionary bonus
• Long-term career growth and opportunities to get involved with investment management.

Ideal Candidate:

• Previous paraplanning experience, particularly in reports and research.
• Interest in investments and involvement in investment committees.
• Strong communication and multitasking skills.

Contact Recruit UK for more information about this exciting opportunity!

Ref: 9367