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Salary: £35,000 - £45,000 + Free Parking

We are really pleased to be working with this Southport based Financial Planning firm which has another office in the North West.

This Southport based Financial Services firm has a long standing excellent reputation with free parking and 25 days annual leave.

The role will involve:

  • Producing financial planning reports for the Financial Advisors.
  • Handling the Fact Finds with the Financial Advisors.
  • Drafting the recommendation reports.
  • Work on Cash Flow analysis.
  • Prepare the suitability reports.
  • Compliance.
  • Work on investment portfolios.
  • Liaise with clients on updates.

This is an exciting financial Services job opportunity and really keen to talk through the vacancy in more detail.


  • Ideally obtained the Diploma in Financial Planning or Chartered qualification. If not fully completed still interested to hear from you.
  • Must have working knowledge of Financial Planning and currently working within a Financial Planning firm.
  • Minimum of 2 Years Financial Planning experience.
  • Ideally have experience working on wrap platforms.

I’d really like to hear from you to discuss this Southport based Paraplanner job opportunity.

Please click to apply:

19 December 2022
Financial Planning
Merseyside, Southport
£35,000 - £45,000. Free Parking