Dynamite Recruitment are supporting a well-established independent financial planning firm based in Liverpool, providing holistic, client-focused advice across retirement planning, investments, pensions, and protection. Whose approach is built on long-term relationships, high technical standards, and delivering clear, tailored advice to our clients.
Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business.
This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment.
Key Responsibilities
Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection
Conducting technical research and product analysis
Producing cashflow modelling and financial planning projections
Assisting with client reviews and ongoing servicing
Ensuring all advice documentation meets regulatory and compliance standards
Liaising with providers, platforms, and internal administration teams
Keeping up to date with regulatory, legislative, and product changes Skills & Experience Required
Previous experience in a paraplanner or technical support role within financial planning
Strong knowledge of UK financial planning, pensions, investments, and protection
Excellent written and verbal communication skills
High attention to detail and strong organisational skills
Ability to work independently and as part of a team Hybrid working 3 days from home 2 days office (Liverpool)
£40,000 - £45,000
For more details please apply or contact Tegan at Dynamite Recruitment