• Location

    Liverpool, Merseyside

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £25000 - £40000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


Paraplanner - Well established Chartered IFA practice in Liverpool - Competitive package on offer and career progression

MB Fitzgerald Rceruitment are currently working with a leading North-West based firm of Chartered Financial Planners to recruit an experienced Paraplanner for their team in Liverpool. The role will be to support the Adviser,s Paraplanner Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products.

The company specialise in providing financial advice in areas such as Pensions, Investments, Protection and IHT to HNW individuals. They work closely with their clients, ensuring a 1st class service and pride themselves on providing the right advice every time. They are looking for a candidate who shares these values and has the knowledge to complement their existing team.

Candidates should be experienced Paraplanners with strong report writing skills and a good knowledge of all financial services products. We are looking for a candidate who is ideally Diploma qualified as a minimum, although those who are within 1 or 2 exams may be considered.

On offer is a competitive package, negotiable depending on experience and qualifications. You'll have the opportunity to progress within a company who pride themselves on developing their staff and offer full support towards further professional qualifications.