Paraplanner: Growth Role with Flexible Schedule in Liverpool

Paraplanner: Growth Role with Flexible Schedule in Liverpool

Liverpool Full-Time 40000 - 47000 £ / year (est.) No working from home possible
mbf

At a Glance

  • Tasks: Prepare suitability reports and conduct research across financial planning cases.
  • Company: mbf is a respected wealth management firm located in Liverpool.
  • Benefits: Offers a competitive salary of £40,000 - £47,000 and various benefits.
  • Other info: Flexible schedule available for this position.
  • Why this job: This role provides a valuable opportunity to advance your career in a supportive environment.
  • Qualifications: Ideal candidates should have a background in paraplanning and strong attention to detail.

The predicted salary is between 40000 - 47000 £ per year.

mbf, a respected wealth management firm in Liverpool, is seeking an experienced Paraplanner to join their team. This role offers a competitive salary of £40,000 - £47,000 and various benefits.

You will prepare suitability reports, conduct research across financial planning cases, and maintain accurate client records. Ideal candidates will have a background in paraplanning, strong attention to detail, and a proactive approach.

This is a valuable opportunity to further your career in a supportive environment.

Paraplanner: Growth Role with Flexible Schedule in Liverpool employer: mbf

mbf is a well-regarded wealth management firm based in Liverpool, offering a competitive salary and various benefits. The team values proactive individuals who are looking to grow in their careers within a supportive environment.

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace Paraplanner: Growth Role with Flexible Schedule in Liverpool

Paraplanning
Attention to Detail
Research Skills
Client Record Management
Suitability Report Preparation
Proactive Approach
Financial Planning Knowledge