Due to the on-going expansion of the business, our client, a highly regarded Chartered Wealth Advisory practice, is seeking a Paraplanner to supplement its existing Team based in Liverpool.
Based in the North West but with clients across the North, this business has established an enviable reputation locally and regionally, providing first class wealth management solutions for a broad client base of high net worth and ultra-high net worth individuals. Our client has made several acquisitions over recent years and plans are in place for additional growth. Having also taken on numerous new Advisers in recent times, the Paraplanning Team now requires additional resource due to the increased workload.
The main purpose of the role will be to work closely with the existing Paraplanning Team, Directors and Practice Advisors, delivering a first class client service throughout the advice process. More specifically, you will be checking Fact Finds, collating client information, preparing suitability letters, preparing illustrations, and working with internal processing systems. You will be given full training on the relevant IT and internal client management systems.
This is an interesting and challenging role that requires a confident, numerate, IT proficient and professional individual that enjoys using initiative and has a ‘can do’ attitude, as well as being organised and a strong communicator. Having experience of working within an IFA or Wealth Management environment, you will have some working knowledge of IHT, pension, investment and protection products. Holding the Level 4 Diploma is not essential, but will significantly strengthen your application.
In return, you will benefit from an attractive basic salary, as well as a comprehensive range of benefits. Offering excellent training and development programmes, the company invests heavily in its staff, and you will be actively supported and encouraged in your continuous professional development.
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