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Jobs

Paraplanner - Liverpool

Full Time   Salary: £36-46k

Liverpool   Financial Services

 

DMD are recruiting on behalf of a modern Financial Services Company in Liverpool, this company is expanding due to growth and are looking for a Paraplanner.

If you are a highly motivated, enthusiastic and experienced full-time paraplanner then this may be the job for you!

Requirements

  • 2 years experience as a Paraplanner preffered
  • Diploma Qualified in financial planning

Salary is competetive and is dependant on experience - between £36 -46k per annum.

Your role as a Paraplanner will include, but not be limited to:

  • Providing technical support to Financial Advisers
  • Designing and delivering Financial solutions with the IFA’s support
  • Conducting portfolio analysis and fund research
  • Handling technical client queries
  • Maintaining back-office accurate records
  • Creating and processing strong summary of advice (suitability) reports
  • Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels.
  • Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines

If you would like more information, please contact Ryan as soon as possible - 0161 447 9181

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