Vacancy Detail


Recruit Wealth are representing a growing national, directly authorised and award winning Financial Planning business who now seeks to appoint several home based Paraplanners.

They are looking to recruit a skilled and already experienced individual to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to pensions and investment advice.

Your role will be to conduct detailed research and create suitability reports based on the client’s situation in the short, medium, long term relating to pensions and investments whilst using advanced back office software and systems.

As a Paraplanner with our client, you will be required to actually be involved in the financial planning process, collaborating on ideas and securing financial futures. This is something the business really wants all their Paraplanners to be part of.

The successful applicant will ideally be Diploma status already (but not essential if you are working towards this) and have around 1-2 years experience in a similar role.

You will have existing knowledge of Pensions and Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of back office software. If you possess experience of using Intelligent Office this would be highly desirable.

Full training on systems, internal procedures will be offered from the existing Paraplanner team as you on board in to the role and beyond.

This role will suit an intelligent, articulate individual who is looking to further their career as a Paraplanner within a recognised, highly modern and ethically forward thinking firm.

The business is open to hiring career Paraplanners but these newly created roles are also available for those who wish to move in to an advisory role.

A very generous salary, company bonus, benefits, progression, working from home as well as a professional and encouraging working culture are all available with this opportunity.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Please apply for an immediate response here at Recruit Wealth.

Location: Liverpool - Home Based | Salary: 35000 - 40000 per | Job type: | Posted: 21/07/2022