Job Information

The Business  

Is an Independent Financial Advisers based in Liverpool who look after a range of personal and corporate clients with everything from protections, retirement and estate planning to investment advice and investing corporate reserve funds. They have very experienced individuals in all departments who are keen and able to help develop a paraplanner, and a consistent stream of referrals to help them build a good client bank as an adviser too.

The Role

The successful candidate will join the business support function as a paraplanner, will work closely with the advisers and assist them in a technical capacity. They will attend client meetings and help formulate advice with a view to gradually taking on clients and building a client bank of their own. This will be a measured approach and will depend largely on the experience the successful candidate brings and is one that is designed to ensure a successful and smooth transition for all parties.

Who will this role be suitable for?

Someone who has the level 4 diploma in financial planning (or equivalent), who is experienced as a paraplanner and is looking for the next step in their career. Or equally, someone who has just begun giving advice who is lacking the support and structure to succeed where they are. Both types of candidate will be welcomed for consideration.

Please apply or call/text/whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.