Paraplanner

Paraplanner
Liverpool
£40,000
Puro Accountancy are delighted to be supporting a top 100 recognised IFA based in Liverpool in their search for a qualified Paraplanner. As a Paraplanner, you will play a crucial role in supporting a small team of Financial Advisors by conducting research, preparing reports, and creating financial plans for their diverse client base.
What's on offer:

• Competitive Salary: Up to £40,000 based on experience
• Exceptional Benefits
• Career and professional development

The role:

• Collaborate with Financial Advisors to gather client information and understand their financial goals
• Conduct in-depth research on investment products, tax strategies, and retirement planning options
• Prepare comprehensive reports and financial plans for client presentations
• Ensure all documentation and compliance requirements are met in accordance with industry regulations
• Proactively identify opportunities to enhance client portfolios and support business growth

About you:

• DIP PFS qualified
• Proven experience as a Paraplanner
• In-depth knowledge of investment products, financial planning strategies, and regulatory requirements
• Strong analytical skills and attention to detail
• Excellent written and verbal communication skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment