Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
You will be an active, contributing member of the lettings team, ensuring enquiries are followed up using all routes for contacting and converting to a booking in line with the lettings process.
This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm.
Our client is looking for a dedicated and driven individual to join their team based in Liverpool.
Offering a salary of up to £45,000, Hybrid working set up and additional valuable share options, this business offers long term security and progression opportunities to their employees.