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Vision FS Recruitment
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Liverpool, Merseyside
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
An ambitious, forward-thinking and award-winning IFA firm based in Liverpool city centre which boasts an outstanding portfolio of clients and a reputation for excellence, is keen to hire an experienced Paraplanner. Reporting to the Paraplanner Team Leader, the Paraplanner role’s key duties will include: Technical research and preparation for client meetings Preparing client reports and suitability letters Preparing pension transfer reports Handling technical client queries The ideal candidate for this exciting opportunity will have: A minimum of 12 months' experience in a paraplanner role Level 4 qualified AF3 or AF7 or G60 (pensions transfer exam) Strong knowledge of investment & pension products What you'll receive in return: A salary of up to £45,000 A competitive benefits package including a bonus, pension, healthcare, study support A career pathway to either Paraplanner Team Leader or Adviser