• Shortlist
Location Liverpool , Merseyside
Sector Financial Services
Salary £30,000 - £40,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 56315

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.

They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.

The Opportunity

On joining they will create a pre-defined career path for you depending on how you wish to develop. This could be progression into a more senior position or into management or could lead to opportunities within compliance or advice as the company grows.

There is a lot of flexibility around this paraplanning role in that it can be tailored to suit your requirements, whether you would prefer a more client facing role or a more technical role for example.

You will also receive study support towards exams and an excellent salary.

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified or close to Level 4 Diploma
  • Previous experience dealing with High Net Worth Clients desirable
  • A strong understanding of Pensions and Investment products advantageous 

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

 Job Synonyms:                

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner, Paraplanner, Sales Support, IFA Administrator, Para Planner