Paraplanner 📍 Liverpool
💰 Competitive Salary + Excellent Benefits
🏡 Hybrid Working Available After Probation
A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team.
This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.
The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.
Key responsibilities include:
Conducting research and analysis to support client recommendations
Preparing suitability reports and financial planning documentation
Producing cashflow modelling and financial analysis
Researching pensions, investments, protection, and other financial planning products
Liaising with providers and third parties to obtain information and progress cases
Supporting advisers with client meeting preparation and follow-up actions
Managing and monitoring annual client reviews
Ensuring all work is completed in line with regulatory and compliance standards
Maintaining accurate client records and workflow management systems Benefits
Competitive salary
25 days holiday plus bank holidays
Birthday off
Hybrid working after probation
Private Medical Insurance
10x Death in Service
5% Pension Contribution
Cycle to Work Scheme
Modern office environment
Chartered firm status and recognised Top 100 IFA business If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information