Location
Liverpool
Salary £40000 - £42000 TypePermanent WorkplaceOn-Site Ref88298
Were working with a rapidly growing financial planning firm in Liverpool thats expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If youve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.
Whats on offer:
1. Salary up to £40,000 depending on experience and exam progress
2. Full-time, office-based role in a modern Liverpool workspace
3. Supportive and collaborative environment with structured development
4. Clear progression pathway into full paraplanning and beyond
5. Exposure to a diverse client base and broad casework
About the role:
As a Junior Paraplanner, youll 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:
6. Preparing research and technical information to support financial recommendations
7. Drafting suitability reports for review and compliance approval
8. Gathering and analysing client data, including fact-finds and existing policy information
9. Liaising with providers for valuations and product information
10. Maintaining accurate records and supporting advisers in client planning meetings
11. Assisting with ongoing reviews, cashflow modelling, and client servicing
What were looking for:
12. Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)
13. Experience in an IFA support, paraplanning assistant, or technical administration role
14. A solid understanding of financial planning basics: pensions, investments, ISAs, protection
15. Excellent attention to detail and strong organisational skills
16. 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 Wests most ambitious wealth firms.