Paraplanner

ARR Talent is representing a highly successful boutiqueFinancial Adviser practice based in Liverpool. They have an exciting employed opportunity for an experiencedParaplanner to join their team.

The practice has three Chartered Advisers plus a support teamand they pride themselves and providing expert advice and a firstclass serviceto predominantly high net worth families and successful business owners.

In this role you will provide essential technicalexpertise supporting and assisting the Adviser team by undertaking detailedresearch and analysis of a wide variety of financial planning solutions. Yourresponsibilities will also include producing compliant financial planningreports for our Advisers/Directors to present to clients.

As our Paraplanner you will be the goto individual foradvice on technical queries covering the full client journey. This includesconducting methodical research to source suitable solutions completingdetailed and informative reports and collaborating with the administrationteam to ensure accurate processing and system updates.

Your attention to detail and understanding of client needsis highly valued and we your ability to consistently produce wellthoughtoutand meaningful suitability reports is essential.

Requirements

• Experience as a paraplanner with a strong emphasis on report writing skills.
  
• Level 4 Diploma is desirable but not essential if you possess extensive paraplanning experience.
  
• Familiarity with Life Pension and Investment products.
  
• We prioritise team fit and value a positive work/life balance making us ideally suited for likeminded individuals.
  
• Hybrid working is available with the option to work from home 12 days a week.
  
• Potential for parttime hours minimum of 25 hours per week for the right candidate.
  

Benefits

• Basic salary 40000 pa plus bonus and benefits package (Diploma qualified and experienced)
  
• Supportive Structure & Exam Support.
  
• Death in Service.
  
• Discretionary Bonus.
  
• Time off to undertake Charitable Work.
  
• Beautiful modern office with a caf and lots of open spaces.
  

This is a key hire for the businessrequiring a wellrounded individual. The ideal candidate will be acollaborative methodical and a detail orientated Paraplanner with an appetiteto personally and professionally grow within a great company.

Thenext step

Ifyou would like to explore this opportunity get in touch and click APPLYtoday or email with your CV to

AboutARR Talent:

Asa specialist Financial Services recruitment company we bring a uniqueexpertise industry insights and connections whether you are looking for a newopportunity or you want to recruit great talent into your business.

AtARR Talent we value the importance of communication transparency and follow upand we focus on delivering only highquality qualified candidates to ourclients.