Paraplanner

Salary: £35,000 - £45,000

Liverpool City Centre, Merseyside
 

The role:
You’ll work with the Financial Advisors building technically robust, compliant, and tailored advice frameworks. From analysing client data to writing suitability reports, you’ll ensure every plan is grounded in precision and integrity.

You’ll succeed if you:

• Love problem-solving and detail
• Prefer focused, independent work
• Are Level 4 qualified and working towards Chartered

Key Responsibilities:

• Analyse fact finds, cashflows, and notes
• Build advice frameworks and lead report creation
• Research pensions, tax, investments, and protection
• Collaborate with planners and manage implementation

This financial planning firm, based in Liverpool will offer you a technical career path.

For more info, please click to apply with your cv.