Paraplanner

ARR Talent is representing a highly successful boutique Financial Adviser practice based in Liverpool.  They have an exciting employed opportunity for an experienced Paraplanner to join their team. 

The practice has three Chartered Advisers plus a support team, and they pride themselves and providing expert advice and a first-class service to predominantly high net worth families and successful business owners.

In this role, you will provide essential technical expertise, supporting and assisting the Adviser team by undertaking detailed research and analysis of a wide variety of financial planning solutions. Your responsibilities will also include producing compliant financial planning reports for our Advisers/Directors to present to clients.

As our Paraplanner, you will be the go-to individual for advice on technical queries, covering the full client journey. This includes conducting methodical research to source suitable solutions, completing detailed and informative reports, and collaborating with the administration team to ensure accurate processing and system updates.

Your attention to detail and understanding of client needs is highly valued and we your ability to consistently produce well-thought-out and meaningful suitability reports is essential.

Requirements

• Experience as a paraplanner with a strong emphasis on report writing skills.
  
• Level 4 Diploma is desirable but not essential if you possess extensive paraplanning experience.
  
• Familiarity with Life, Pension, and Investment products.
  
• We prioritise team fit and value a positive work/life balance, making us ideally suited for like-minded individuals.
  
• Hybrid working is available with the option to work from home 1-2 days a week.
  
• Potential for part-time hours, minimum of 25 hours per week, for the right candidate.
  

Benefits

• Basic salary £40,000 pa plus bonus and benefits package (Diploma qualified and experienced)
  
• Supportive Structure & Exam Support.
  
• Death in Service.
  
• Discretionary Bonus.
  
• Time off to undertake Charitable Work.
  
• Beautiful modern office with a café and lots of open spaces.
  

This is a key hire for the business, requiring a well-rounded individual. The ideal candidate will be a collaborative, methodical and a detail orientated Paraplanner with an appetite to personally and professionally grow within a great company.

The next step

If you would like to explore this opportunity, get in touch and click ‘APPLY’ today or email with your CV to info@ARRTalent.com

About ARR Talent:

As a specialist Financial Services recruitment company, we bring a unique expertise, industry insights and connections, whether you are looking for a new opportunity or you want to recruit great talent into your business.

At ARR Talent we value the importance of communication, transparency and follow up and we focus on delivering only high-quality, qualified candidates to our clients.