Financial Advisor Assistant / Paraplanner

Job Ref: 
Liverpool City Centre

A fantastic opportunity has become available for a Paraplanner to join a market leading financial services company on a permanent basis. Located in Liverpool city centre, my client is a specialist and highly regarded company who have a number of exciting opportunities available across the business.

The Paraplanner will be responsible for providing ongoing support to a team of Advisors, preparing client investment and pension planning reports, analysing and reviewing investment and pension schemes and working closely with internal departments.

With extensive growth plans in place, this is an excellent time for an experienced financial service professional to continue their career within this highly successful company.

The Financial Advisor Assistant / Paraplanner  will be responsible for:

  • Undertake analysis and review of existing investments and transferring pension schemes, income drawdown and phased retirement plans
  • Prepare client investment and pension planning reports, completion and reallocation letters
  • Undertake administration necessary to enable report recommendations to be actioned, including ISA and pension transfers, drawdown and annuity broking
  • Liaise with Advisers and keep up to date of progress and any outstanding requirements
  • Liaise with ceding providers and pension schemes to obtain necessary information as required
  • Liaise closely with internal departments and external providers
  • Maintain technical and industry knowledge and as appropriate, continual professional development (CPD)

Essential Requirements are:

  • You must have proven experience from the financial services industry, ideally as a Paraplanner, however this isn’t essential
  • Relevant industry qualifications including Diploma in Financial Planning or pension qualifications would be highly beneficial.
  • Excellent understanding of pensions and investments
  • Up to date knowledge of the financial services regulatory environment
  • Confident and professional communication skills
  • Excellent skills in accuracy and attention to detail

If you are an experienced financial services candidate who is looking to join a market leading financial services company, then this is the role for you! Alongside a competitive salary, my client can offer a fantastic benefits package including full study support towards industry relevant qualifications.

If you meet the above criteria for the Financial Advisor Assistant / Paraplanner then please apply now using the link below.


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