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.
Permanent Paraplanner Location: Liverpool, Saalry is up to £48,000
We are seeking a highly skilled Paraplanner to join our client's dynamic team.
The successful candidate will play a crucial role in supporting the company's financial advisors by conducting in-depth analysis, research, and preparing financial reports. This is an exceptional opportunity for a dedicated individual to contribute to the success of the company while expanding their professional capabilities within a highly respected financial services firm.
Key Responsibilities:
- Conduct thorough research and analysis to support the development of comprehensive financial plans and investment strategies.
- Prepare accurate and efficient financial reports and documentation for client reviews and meetings.
- Assist in the implementation and ongoing management of investment strategies, ensuring compliance with regulatory standards.
- Collaborate closely with financial advisors to provide expert support and assist in delivering top-quality service to clients.
- Stay abreast of industry developments and regulatory requirements to ensure the company's practices are in line with best practices.
- *Qualifications and Skills:**
- Proven experience in a Paraplanner role within the financial services sector.
- Strong grasp of financial planning concepts, investment products, and regulatory requirements.
- Proficiency in using financial planning software and tools.
- Qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable. - Excellent communication skills and the ability to work effectively within a team.
This is a remarkable opportunity for a motivated Paraplanner to contribute to a leading IFA company, actively participate in the delivery of exceptional financial services, and further their professional development in a supportive and collaborative environment. If you match the criteria outlined above and are eager to take the next step in your career, we encourage you to apply and become part of our client's dedicated team. --- Should you have any additional queries or require further information, please don't hesitate to contact us. We look forward to assisting in your recruitment needs.