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

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

Due to the success and growth of this Liverpool based Wealth Management firm we are pleased to announce this fantastic Merseyside based Paraplanner job opportunity.

You will be working alongside the Director of Financial Planning and supporting with all technical financial planning.

What I like about this Financial Services Paraplanning role is you will be involved in all client work including attending client meetings.

Your role will involve:

  • Producing tailored technical suitability reports
  • Cash flow modelling
  • Reports and researching products for the Director
  • Recommendations, provide technical support on client queries
  • Attend client meetings

In return you will receive great exposure to full financial planning and be involved in the client process.

Successful candidate:

  • Ideally Level 4 Diploma Qualified or nearly completed
  • Current or previous paraplanning experience is essential
  • Use to working to deadlines
  • Can work on complex technical financial planning cases

If you would like to hear more about this Liverpool based Paraplanner role please contact Philip Gordon – Specialist Financial Services Recruiter 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.

22 April 2021
Financial Planning
Merseyside, Liverpool