Paraplanner – Liverpool, Merseyside – Salary: £25,000 - £35,000

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Paraplanner – Liverpool, Merseyside – Salary: £25,000 - £35,000

We are really pleased to be working with a successful and growing Wealth Management firm who have offices in Liverpool City Centre.

This Paraplanner opportunity is to work in the Liverpool, Merseyside office which near all train stations in Liverpool City Centre.  The position is open to experienced IFA Administrators working towards the Diploma and experienced Paraplanners.  Salary will be determined by experience

The role will involve:

  • Directly supporting the IFA’s with technical research
  • Producing the suitability reports and cash flow reports
  • Research and analysing technical data
  • Working on compliance aspects of the processes
  • Monitor client reviews
  • Ad hoc projects

You will be working on various industry software i.e. FE Analytics, Voyant and Defaqto, so if have experience in these packages that would be ideal

Ideal candidate:

  • Ideally worked within a Paraplanner position or working towards the position
  • Must be Dipfs qualified or working towards the qualification
  • Must have worked within a Technical Support / Research Wealth Management position
  • Ideally worked on the software packages above.

For more information on this outstanding Liverpool, Merseyside based Paraplanner job opportunity please call our specialist Financial Services Recruiter Philip Gordon on 0151 601 6000 / 07557 043 246 or email .

I am also on LinkedIn.

Please visit our website 

Prestige Recruitment Group are acting as an employment agency, supplying high calibre Financial Services & Insurance staff throughout Liverpool, Manchester and the North West region  

PLEASE NOTE: Unfortunately, due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.


27 May 2021
Financial Planning
Merseyside, Liverpool