Job Title: Paraplanner (Trainee or Experienced) - HybridLocation: Ewloe (Consideration for Liverpool-based candidates)Salary: £50,000 (depending on qualification level)
About the Role:
We are actively recruiting for Paraplanners to join a growing financial services team, ideally based at our Ewloe office. We are open to considering candidates based in Liverpool, with flexibility for hybrid working arrangements. Whether you are an experienced, Diploma-qualified Paraplanner, or a trainee paraplanner who has worked through most of the Diploma exams and has some experience within an IFA practice, we would love to hear from you.
As a Paraplanner, you will play a vital role in supporting IFA advisers, preparing comprehensive reports, researching financial products, and ensuring that all client documentation meets the regulatory standards.
Key Responsibilities:
1. Research & Report Writing: Prepare detailed reports based on financial analysis and client information, ensuring that all recommendations align with the clients' goals.
2. Financial Product Analysis: Conduct research on a variety of financial products and service...