Job Information

An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business� exposure.

The position is based in Liverpool and will involve working closely with Financial Advisors.

Person Specification

� Diploma qualified or close to attaining DipFA/DipPFS status
� Minimum of 3 years� experience of being a para planner at a Chartered Wealth Management practice
� Experience in writing technical suitability reports and conducting high quality fund research
� Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
� Providing extensive administrative and technical support to the advisors
� Excellent communicator, organized, knowledgeable and technically minded.


This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.

A comprehensive package is on offer with this role starting at £25,000 up to £35,000 depending on experience.

If you are interested and have relevant experience please apply within and one of our consultants will be in touch.