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.
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.
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