Job Description

Client Manager/Paraplanner Support role

Are you experienced in Client Manager/Paraplanner Support roles and looking for a new exciting career? If so then read on…….

My client has a fantastic opportunity for a new Paraplanner support to join their team in a growing Financial Planning firm in Liverpool city centre. As they have invested massively in new office facilities, this will be an office-based position with NO remote working.

You will assist the Client Manager in researching, analysing and preparing clients` needs, objectives and suitability. You will be able to research financial products to help support recommendations to the client.

Benefits of this role include: -
Competitive salary of up to £25,000, depending on experience.
22 days annual holidays, plus Christmas close down.
Local car parks, and nearby to transport links.
Great opportunity to train, develop and progress further

To be successful, you MUST have experience in a paraplanner support role previously, to enable you to hit the ground running. You must be a great team player as it is important the Client Manager and Support work well together to the benefit of the business and the client. You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
There is fantastic in-house training facility and support available to enable further progress within this fantastic growing firm.

If you think you may have what it takes, please apply to this advert, or email me direct at