Financial Planner/Technical Paraplanner

11 Days Old

Are you a skilled Financial Planner who is seeking a role away from targets and KPIs?
Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?
We are looking for a Technial Adviser and Senior Paraplanner to join out clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas.
You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions.
If you thrive in a highly technical environment and want your expertise to have real influence this role offers the perfect opportunity.
WHY THIS ROLE IS DIFFERENT:
This gives you the opportunity to work both financial advice and Paraplanning
YOU WILL HAVE HE OPPORTUNITY TO:
Work on complex and intellectually stimulating financial planning cases
Play a strategic technical partner role to advisers
Provide regulated advice on specialist cases
Mentor and develop the next generation of paraplanners and advisers
Influence technical standards and planning strategy across the business
Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.
WHAT WILL YOU BE DOING:
Complex Financial Plan...
Location:
Liverpool
Salary:
£50,000 - £60,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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