Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions. The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. They have no aspirations to be acquired by a national consolidator and PE firm. The business is very profitable and so they are able to select what type of clients they wish to work with, they now work with those with a minimum of £500k to invest.
The Managing Director is creating a brand-new role within the business for Paraplanner. They are open to recruiting a junior or a senior. The role will be based in the office 3 days per week outside of Liverpool and support the 3 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of Intelligent Office and preferably a number ...