Paraplanner – Wealth Management Firm
Location: Liverpool (Hybrid)
Salary: Up to £55,000 + Bonus & Benefits
About the Role
An established and highly regarded wealth management firm is looking for an experienced Paraplanner to support its team of financial advisers in delivering high-quality financial planning solutions. This role offers excellent career progression opportunities, particularly for those looking to advance into an advisory, management, or compliance role in the future.
Key Responsibilities:
Technical Research & Analysis:
- Conducting research on pensions, investments and protection solutions.
- Assisting in financial planning and investment strategy development.
Report Writing & Compliance:
- Drafting suitability reports and financial recommendations.
- Ensuring compliance with regulatory requirements and company policies.
Client Support & Liaison:
- Working closely with financial advisers to provide seamless client service.
- Attending client meetings when necessary to take notes and assist with technical queries.
- Supporting the preparation of annual review documentation and cashflow modelling.
Administrative & Operational Duties:
- Managing and maintaining client files and records.
- Ensuring all compliance paperwork is accurate and up to date.
- Assisting with investment and trade implementation.
Ideal Candidate:
- Level 4 Diploma in Financial Planning (or equivalent), with a desire to progress to Chartered status.
- Strong understanding of financial planning, investment strategies, and tax implications.
- Excellent attention to detail, analytical skills, and report-writing ability.
- Experience in a similar Paraplanning role within a wealth management firm.
- Proficient in financial research tools.
Package & Benefits:
- Competitive salary up to £55,000.
- Bonus scheme based on performance.
- Pension & enhanced benefits package.
- Hybrid working – flexible office/home balance.
- Full support for further professional qualifications and career progression.
This is an exciting opportunity for an ambitious Paraplanner to join a growing firm and work alongside a team of experienced financial advisers, helping to deliver outstanding wealth management solutions to high-net-worth clients.
Sector:
- Financial Services
- Financial Planning
