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 requiredRequired 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