Paraplanner

Southport | Hybrid Working Available
£40,000 - £47,000 + Bonus + Outstanding Benefits

A growing and highly regarded wealth management firm is looking to add an experienced Paraplanner to its expanding team in Southport

This is an excellent opportunity for a Paraplanner who enjoys providing high-quality support to advisers and wants to be part of a business that genuinely invests in its people. You'll work on a broad range of mainstream financial planning cases across pensions, investments and protection, with the opportunity to develop your technical knowledge and become involved in more complex planning work as your career progresses.

The business has built a strong reputation for delivering exceptional client outcomes and offers a collaborative environment where quality, professionalism and personal development are highly valued.

The Role

Working closely with Financial Advisers and the wider support team, you'll play an important part in ensuring clients receive clear, well-researched and compliant advice.

Your responsibilities will include:

• Preparing suitability reports and recommendation letters
• Conducting research across pensions, investments, protection and other financial planning solutions
• Gathering and analysing information to support adviser recommendations
• Ensuring client records and files are maintained accurately and in line with regulatory requirements
• Liaising with advisers and providers to ensure cases progress efficiently
• Supporting the delivery of excellent client outcomes in line with FCA Consumer Duty principles
• Keeping up to date with regulatory and industry developments

As your experience develops, there will be opportunities to become involved in more complex planning areas, including inheritance tax and estate planning strategies.

About You

We're keen to hear from candidates who already have a solid grounding in paraplanning and are looking to continue developing within a supportive and professional environment.

You will ideally have:

• At least three years' experience within a UK IFA or wealth management business
• Experience supporting advice across pensions, investments, protection, bonds and trusts
• Diploma Level 4 qualified, or working towards completion with strong practical experience
• Good understanding of FCA regulations and Consumer Duty requirements
• Strong report writing and research skills
• Excellent attention to detail and organisational skills
• A proactive and collaborative approach

What's on Offer?

In addition to a competitive salary of £40,000 - £47,000, you'll benefit from a package designed to support both your career and your work-life balance:

• Hybrid working
• 25 days' annual leave plus bank holidays and your birthday off
• Paid Christmas shutdown
• A 9-day fortnight, giving you every other Friday off
• 5% employer pension contribution via salary sacrifice, with NI savings added to your pension
• Private medical insurance
• Health cash plan
• Death in Service cover of 10x salary
• Performance-related bonus scheme
• Study support and paid leave for professional qualifications
• Employee discounts and lifestyle benefits
• Referral bonus scheme

Why Join?

This is a great opportunity for an established Paraplanner who wants to join a business where quality advice comes first and career development is encouraged. You'll gain exposure to a wide range of financial planning work, enjoy genuine flexibility and have the opportunity to broaden your technical expertise over time within a supportive and collaborative team.

Sector:

1. Financial Services
2. Financial Planning