Job Information

A leading wealth management firm and Pension Specialist in Liverpool are seeking a Pension Paraplanner with strong technical knowledge to fully support and work alongside the Advisers, in the provision of sound financial services advice.

Responsibilities
* Compilation of financial reports, along with appropriate research to identify suitable products
* Provide guidance on technical issues to both Advisers and fellow Paraplanners
* Prepare written correspondence to clients
* Prepare meeting information for Advisers ahead of client appointments
* Provide technical assistance to Advisers
* Work as part of a team in the delivery of compliant and sound advice
* Ensure procedures are regularly reviewed in order to promote best working practices
* Chase outstanding information regularly and monitor performance of 3rd parties


*Understand and be able to calculate the effects of pension contribution tax relief on an individual�s tax computation

Prospective Candidates
* A strong financial services background
* G60 or AF3 Qualification
* Excellent analytical and research skills
* Strong report writing and verbal/numerical skills


Salary £35,000 - £40,000


Benefits:
� 25 days holiday plus bank holidays
� Discretionary bonus scheme (subject to individual and business performance)
� Pension : 3% core employee contribution plus 6% employer contribution
� Private medical : employer pays full cost for employee only with the option for the employee to add additional dependants via salary sacrifice arrangement
� Death in service lump sum
� Accidental death and dismemberment cover
� Permanent Health Insurance (income protection) : eligible after 2 years� service
� Flexible benefits
� discount/vouchers and cashback for retailers both instore and online
� childcare voucher scheme via salary sacrifice arrangement
� Car scheme available to all permanent employees via salary sacrifice arrangement
� Eyecare scheme
� Car parking available to all permanent employees via salary sacrifice arrangement
� Dental plan available to all permanent employees via salary sacrifice arrangement