2 x Paraplanner with route to adviser in 2 - 3 years
Wealth Management Firm with links to an accountancy firm
Liverpool offices - hybrid working after onboarding
£35k - £55k plus benefits package & bonus

My client is an independent financial advice business with close links to an accountancy firm who have been operated for decades. I have placed 2 staff into the business. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They work with c.600 active clients who are SME owners, retirees, City professionals including accountants, lawyers and other occupational professionals with varying levels of assets from £100k - £1m across the North of England.

My client is looking to recruit 2 paraplanners. The role will be based in the Liverpool office and supporting the 3 highly established Advisers who have been with the business for 20+ years each as well as a team of forward thinking paraplanners and administrators. The business uses Aviva, Fidelity & Quilter as their main platforms alongside Intelligent Office and Genovo. Full training will be provided. The role would be suitable for a Paraplanner who aspires to be an adviser in 2 -3 years.

My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service benefit amongst others. My client are looking to offer between £35k - £55k basic salary. They will offer flexi-hours in terms of when you start your working day and when you finish as well as 25 days annual leave plus bank holidays. Once you are established in the role you can work from home a few days a week after passing your probation. You will benefits from Death in Service Benefit and a bonus scheme.

For more details please contact Peter Fozard at Financial Divisions.