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Marshall Moore
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Liverpool, Merseyside
Experienced Paraplanner
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Job Type: Full-time |
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Overview
Do you hold the Diploma in Regulated Financial Planning? Are you looking for a new opportunity in an innovative and sociable environment? A rare opportunity has arisen for an Experienced Paraplanner to join an award-winning company based in central Liverpool City Centre offices. This company can offer fantastic benefits including a market-leading salary, private medical insurance and a discretionary bonus; alongside that you will be working in a culture that is supportive and forward-thinking. In this role you will be putting your Level 4 diploma to good use, providing technical pension support, preparing client reports and advising individuals in relation to their investments. You will be a valued member of the team, and there may even be the prospect to study further. Duties for the Experienced Paraplanner include: Liaising with advisers Analyse transferring of pensions Provide technical pension support and research Calculate pension contributions Communicating across all levels Requirements: Diploma in Regulated Financial Planning Good pension and investment knowledge Understand pension rules Strong communication skills So if you are an experienced paraplanner who is looking for the next exciting step in your career then look no further If you pride yourself on delivering a knowledgeable and personable service to clients, you could be the ideal candidate. The company can offer an environment that supports progression, as well as a competitive salary and enviable benefits. Apply now - you won’t regret it