Paraplanner - (Hybrid – 2 days working from home)

Salary: Up to £45,000 (Depending on experience)

Liverpool, Merseyside

We’re working with a highly regarded financial planning firm in Liverpool who are looking to bring an experienced Paraplanner into their growing team. This is a fantastic opportunity to join a collaborative, forward-thinking business that genuinely values its people and offers flexibility alongside career progression.

The Opportunity

As a Paraplanner, you’ll play a key role in supporting Financial Advisers by delivering high-quality research, analysis, and suitability reports. You’ll be part of a friendly and professional environment where your expertise is recognised, and your development is supported.

Key Responsibilities

• Preparing detailed suitability reports and recommendation letters
• Conducting product and provider research to support client advice
• Performing cashflow modelling and financial analysis
• Supporting advisers with client reviews and ongoing planning
• Ensuring all work is compliant with FCA regulations
• Assisting with tax planning and pension/investment analysis
• Maintaining accurate and up-to-date client records

About You

• 2–3 years’ experience in a Paraplanning role
• Level 4 Diploma qualified (or working towards)
• Strong technical knowledge of pensions, investments, and protection
• Experience producing high-quality suitability reports
• Excellent attention to detail and organisational skills
• Confident communicator with a proactive approach
• Proficient in Microsoft Office (especially Word & Excel)

What’s on Offer

• Salary up to £45,000 depending on experience
• Flexible with the working hours
• Hybrid working – 2 days working from home
• Supportive and collaborative team environment
• Ongoing professional development and study support

If you’re an experienced Paraplanner looking for your next step in a supportive and flexible environment, we’d love to hear from you.

INDP