Paraplanner

22 Days Old

Paraplanner / Client Manager Wealth Management
An established wealth management firm is seeking an experienced Paraplanner / Client Manager to support a Director and deliver high-quality, client-focused financial planning.
Key responsibilities
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Preparing tailored financial plans, cashflow models and review reports
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Researching pensions, investments and tax planning solutions
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Producing compliant suitability reports and client meeting packs
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Liaising with clients, providers and internal teams to progress cases
Requirements
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Experience as a Paraplanner or Client Manager within wealth management
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Strong knowledge of investments, pensions and tax planning
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Level 4 Diploma in Financial Planning (or working towards Chartered)
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Confident using financial planning software (e.g. Voyant)
Benefits
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Competitive salary, bonus and strong career progression opportunities
Apply
Location:
Liverpool, Merseyside
Salary:
£34,000 - £40,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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