We’re working with a rapidly growing financial planning firm in Liverpool that's expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.
What’s on offer:
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Salary up to £40,000 depending on experience and exam progress
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Full-time, office-based role in a modern Liverpool workspace
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Supportive and collaborative environment with structured development
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Clear progression pathway into full paraplanning and beyond
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Exposure to a diverse client base and broad casework
About the role:
As a Junior Paraplanner, you'll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.
Typical duties include:
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Preparing research and technical information to support financial recommendations
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Drafting suitability reports for review and compliance approval
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Gathering and analysing client data, including fact-finds and existing policy information
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Liaising with providers for valuations and product information
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Maintaining accurate records and supporting advisers in client planning meetings
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Assisting with ongoing reviews, cashflow modelling, and client servicing
What we’re looking for:
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Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)
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Experience in an IFA support, paraplanning assistant, or technical administration role
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A solid understanding of financial planning basics: pensions, investments, ISAs, protection
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Excellent attention to detail and strong organisational skills
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A genuine desire to progress in a technical role with long-term career ambitions
This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms