Paraplanner
Liverpool
Office based
Up to £36k
This role is best suited to those with 1+ years Paraplanning experience but will also consider individuals working as an administrator with report writing experience. There is progression potential within the business, with two paraplanners recently becoming advisors. Salary up to £36k.
The Business
The business is a well-established financial services firm who were set up in 2010. They have been going through a period of increased growth both organically and through acquisitions, having completed 15+ acquisitions in the last 5 years with two more in the pipeline.
They currently have just under £1 Billion in AUM and run their own fund. They are going through recruitment due to multiple internal promotions as well as requiring more support.
The Role
Within the role you will be providing Paraplanning exclusively for one director of the firm with a large client bank. The majority of the work will be fund switch reports. You will be surrounded by the supportive, friendly team, where everyone supports each other.
The Benefits
- Salary up to £36k
- Study support
- Progression potential
- Advisor/Leadership academy program
- Team events
- Salary review after obtaining qualifications.
- Further benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.