Paraplanner
Wirral, Merseyside
Salary: £38,000 – £45,000
Our client, a well-established and expanding Independent Financial Adviser (IFA) practice based on the Wirral, is seeking an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a diploma-qualified (or nearly qualified) Paraplanner to join a supportive and forward-thinking firm offering genuine career development.
The Opportunity
Due to continued growth, our client is looking to add an additional Paraplanner to their team. The successful candidate will provide high-quality technical support to Financial Advisers and assist in delivering comprehensive financial planning solutions to clients.
Key Responsibilities:
- Preparing detailed suitability reports across a range of financial planning areas
- Conducting technical pension research, including pension transfers
- Supporting Advisers with client recommendations and technical queries
- Ensuring all client files and reports are compliant and accurate
- Contributing to the continued development of efficient paraplanning processes
You’ll be working within an established team of Paraplanners, IFAs, and Administrators, all focused on delivering exceptional client service.
Requirements:
- Previous Paraplanning experience within an IFA or wealth management environment
- Ideally, a strong technical background in pensions and pension transfers
- Diploma in Financial Planning (DipPFS) or close to completion
- Excellent written communication and analytical skills
- Strong attention to detail and a proactive approach
The Benefits:
- Competitive salary of £38,000 – £45,000 (depending on experience)
- Excellent career progression opportunities
- Free on-site parking
- Just a short walk from a local Wirral train station
If you’re an experienced Paraplanner looking to take the next step in your career, we would love to hear from you.
For further information or a confidential discussion, please contact:
Philip Gordon – Specialist Financial Services Recruiter