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

Preparing recommendations

Implementing Recommendation

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

To Apply

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.

Are you on Facebook? Consider following our Facebook page as this is the first place where we post the most up to date vacancies, along with CV tips, interview techniques and so much more. Check us out on Facebook.

Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database. We will not share your personal data without your consent. Our privacy policy can be found on our Website.