Paraplanner – Liverpool (Hybrid Working Available)
Salary: Up to £45,000
We are currently working with a highly regarded firm of Independent Financial Advisers with a strong presence across the UK, who are looking to add an experienced Paraplanner to their growing Liverpool office.
This is an excellent opportunity to join a well-established and forward-thinking business that places real value on its people. The firm has built a reputation for delivering high-quality advice and supporting its staff with a collaborative and professional environment.
As a Paraplanner, you will be part of a knowledgeable and supportive team that operates to a consistently high standard. You’ll work closely with Financial Advisers, providing detailed technical support, producing suitability reports, and ensuring advice is compliant and tailored to client needs.
Key Responsibilities:
- Preparing detailed suitability reports across a range of financial planning areas
- Conducting research and analysis to support client recommendations
- Liaising with advisers and administrators to ensure smooth case progression
- Maintaining up-to-date knowledge of financial products and regulations
- Supporting the wider paraplanning team with complex cases where required
What’s on Offer:
- Salary up to £45,000 (depending on experience)
- Hybrid working arrangement
- A genuinely enjoyable and collaborative working environment
- Strong paraplanning team with high technical standards
- Career development opportunities within a growing national firm
What We’re Looking For:
- Previous experience in a Paraplanner role within an IFA or wealth management firm
- Strong report writing and technical knowledge
- Ideally Diploma qualified (or working towards)
- Excellent attention to detail and organisational skills
- A team-oriented mindset with a proactive approach
This is a fantastic opportunity for a Paraplanner who wants to be part of a respected firm where quality of work and employee experience are both taken seriously.
If you're interested in finding out more, please get in touch for a confidential discussion.
Sector:
- Financial Services
- Financial Planning
