Financial Planning Assistant

Trainee Paraplanner/Report Writer
Liverpool
Salary of up to £30,000plus training, exam support and benefits package

Fantastic opportunity has arisen for an experienced Financial Planning Administrator/Junior Paraplanner to join a prestigious and well-established IFA & Wealth Management practice in the Liverpool area.

The successful applicant will provide full support to the firm’s top performing Financial Advisers, whilst ensuring the company HNW clients are receiving top-notch service. They will also take ownership of product research and report writing, as well as adding fees to existing investments, and pensions switching.

This opportunity could lead to development into a Technical Paraplanner and full support will be provided in the process of achieving Diploma/Chartered status.

To apply you MUST have previous experience in a similar role and be able to provide holistic paraplanning support to Independent Financial Advisers. You will ideally be working towards the Diploma In Regulated Financial Planning with a desire to continue your industry studies, but experience will be taken into account if you don’t meet the qualification criteria.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or simply send your most recent CV. All enquiries and correspondence will be treated in the strictest confidence.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.