Job Information

Working in partnership with a Financial Planners in Liverpool I am currently recruiting for a Paraplanner to join a very busy yet smaller team in their offices and/or at home. .

As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have the Level 4 Diploma in Financial Advice.

In return you will receive a salary of up to £40,000, plus support towards achieving further industry relevant qualifications.

This role is offering home based working, naturally to start with it will be part office/part home based and that will be whilst you are getting to know the advisers and team, and whilst you are getting up to speed with the companies processes, procedures and overall advice process.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.