My client is currently looking for an experienced and Paraplanner in Liverpool.What will you be doing?
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial PlannersEnsuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targetsSupporting financial planners with client meetings including presentation of cash–flow and other duties such as preparing responses on technical mattersCarrying out any necessary technical researchEnsuring client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all timesWorking with the Financial Planner to ensure the correct client outcome in achievedAttending client meetings to support the Financial Planner in the delivery of cash–flow modelling, as requiredManaging own workload to meet personal targetsCommunicating effectively with the Financial Planners to manage expected delivery datesResponsible for managing process, tasks and complying with FCA guidelinesMaintaining core systems ensuring that all documents are uploaded to the back–office system to support the adviceIdentifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls To be successful in this role, you should have:
Demonstrable experience of paraplanning gained with a proven solid technical knowledgeA good knowledge of advice and understanding of clients' needs and the desired client outcomesProven track record of delivering written financial adviceGood organisation and prioritisation skills; able to work independently and within a teamExcellent communication skills both written and verbalGood stakeholder management with positive influencing skillsLiteracy, numerical and analytical skills are essentialLevel 4 qualified As a colleague here you will have access to benefits that include:
Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leave For more information please contact Graeme Hyland on or email
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