We are recruiting for a Paraplanner for an Independent Financial Advisers with international, national and regional based clients based in a Liverpool office. Working in modern, spacious offices the successful candidate will also benefit from a basic salary of up to £40,000 and above dependent on experience.
About The Role:
Working with Fact find
Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
Manage own workflow position and provide updates
Preparing and maintaining the client file
Liaise with the adviser and then prepare suitability reports
Essential Skills & Experience
Level 4 qualified or working towards
Experience in a similar role within the Financial Services Industry
Practical application of technical financial knowledge within career
Excellent researching and report writing skills and writing experience within financial services
Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
Professional with a proven strong customer focus approach to getting the best outcome for the client and the business
Previous experience within a fast-paced IFA Practice
If this sounds like a role you will LOVE, please send your CV to Stephanie@jobwise.co.uk
We aim to respond to all successful applications within 2 days. If you haven’t been contacted within 2 days your application has been unsuccessful. Please check our Website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest.
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