• Location:

    Liverpool, Merseyside

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £25000.00 - £35000.00 per annum

  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Start date:


Competitive salary + fantastic benefits

I am pleased to be engaged by a leading Financial Planning organisation in Liverpool to assist with the appointment of a knowledgeable Paraplanner due to growth within the business. This is a great opportunity to join an award winning organisation offering career development opportunities and excellent rewards, as well as a dynamic working environment with supportive and friendly colleagues.

The appointee will play an instrumental role in supporting the firm's Financial Planners in advising individual clients with technical product research, investment and pensions analysis, suitability report writing, ensuring adherence to internal and FCA regulatory guidelines.

In order for your application to be considered experience in a similar position within a Financial Planning practice and comprehensive pensions and investment knowledge are required. Thorough approach to work, good attention to detail, organisational and numeracy skills are also important.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525, 07580 429 541 or forward your most recent CV to Alternatively, you can connect with me on LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.