Job Description
Paraplanner - Leading Wealth Management Firm | Liverpool | Hybrid | £40,000 - £50,000 + Bonus & Benefits
Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Liverpool-based team.
The Role
This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.
Key Responsibilities:
1. Collaborate closely with Financial Planners to deliver high-quality, compliant advice
2. Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
3. Support in client meetings, including delivering cashflow modelling and technical responses
4. Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
5. Manage your workload effectively ...