Paraplanner

Recruit Wealth • TRAFFIC • Merseyside, Liverpool, United Kingdom • £40,000 - £45,000 / day • 1w ago

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Paraplanner to join their Liverpool team and office.

Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.

Overview of the role is detailed below:

Accurately prepare suitability reports and letters
Ensure all client work is compliant and supported with relevant paperwork
Undertake comparative research in preparation of client recommendations
Complete technical research as part of the existing arrangement review process
Understand clients overall financial position from adviser fact finds
Discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks
Ensure all client queries are appropriately investigated and accurate responses given
Conduct annual reviews in line with SLA's
Keep up to date with all relevant product, legislative and technical changes.
Attain and maintain a level of competence as required
Maintain all standards of performance as required by the business
Ensure relevant CPD is maintained and recorded accurately

Benefits of joining the business:

Up to 10% discretionary bonus
Annual share option issue
Pension - 5% employee and employer 3%
Death in service of 4 x salary
PHI equal to 75% of salary after 6 months of absence
Employee Assistance Plan
25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday
Paid for industry exams/CPD and study leave
Electric vehicle salary sacrifice scheme
Cycle to work scheme

Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has existing financial planning paraplanning experiences, but looking to take the next step up in their career.

Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, excellent salaries, benefits and reputation.

Please apply to us here at Recruit Wealth for an immediate response.

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