Job Description
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.\n\nWhat’s on offer:\n\n * \n\n Salary up to £40,000 depending on experience and exam progress\n\n * \n\n Full-time, office-based role in a modern Liverpool workspace\n\n * \n\n Supportive and collaborative environment with structured development\n\n * \n\n Clear progression pathway into full paraplanning and beyond\n\n * \n\n Exposure to a diverse client base and broad casework\n\nAbout the role:\nAs 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.\n\nTypical duties include:\n\n * \n\n Preparing research and technical information to support financial recommendations\n\n * \n\n Drafting suitability reports for review and compliance approval\n\n * \n\n Gathering and analysing client data, including fact-finds and existing policy information\n\n * \n\n Liaising with providers for valuations and product information\n\n * \n\n Maintaining accurate records and supporting advisers in client planning meetings\n\n * \n\n Assisting with ongoing reviews, cashflow modelling, and client servicing\n\nWhat we’re looking for:\n\n * \n\n Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)\n\n * \n\n Experience in an IFA support, paraplanning assistant, or technical administration role\n\n * \n\n A solid understanding of financial planning basics: pensions, investments, ISAs, protection\n\n * \n\n Excellent attention to detail and strong organisational skills\n\n * \n\n A genuine desire to progress in a technical role with long-term career ambitions\n\nThis 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