Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
This hybrid-based Paraplanner job in the Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
Posted by SWARM RECRUITMENT LTD • £30K/yr to £45K/yr
Job Description
Job Title: Paraplanner.
About our clients and the role
Swarm Recruitment is partnering with a thriving and innovative financial advisory firm known for providing personalised financial solutions across investments, pensions, mortgages, and protection.
This rapidly expanding company values its team, offering a collaborative and supportive environment where professional development is a priority.
Permanent Paraplanner Location: Liverpool, Salary is up to £40,000
Our client is an established and reputable Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to their diverse range of clients.
With a strong emphasis on professionalism and integrity, our client fosters a collaborative and inclusive culture where employees are encouraged to develop their skills and thrive in a supportive environment.
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification.
Up to £40k
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.