Paraplanner

Liverpool, Merseyside £40,000 - £45,000, Hybrid Working

We are recruiting for an experienced Paraplanner to join a growing and highly regarded financial planning firm based in Liverpool.

This is an excellent opportunity for a technically strong paraplanner who enjoys analysing complex financial planning cases, conducting detailed research, and producing high-quality suitability reports. Working closely with Financial Planners, you will play a key role in delivering tailored advice across pensions, investments, protection, and tax planning.

Key Responsibilities

• Research and analyse client financial planning requirements.
• Produce suitability reports and recommendation documents.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Prepare cashflow modelling and investment comparisons.
• Support advisers throughout the advice process.
• Ensure all recommendations meet regulatory and compliance standards.

Requirements

• Must have previous paraplanning experience within an IFA or Financial Planning firm.
• Diploma Level 4 qualified or nearly completed.
• Strong technical knowledge of pensions, investments, and financial planning.
• Excellent report writing and analytical skills.

Benefits

• Salary £40,000 - £45,000 depending on experience.
• Hybrid working.
• Supportive and collaborative working environment.
• Opportunity to work on complex and rewarding financial planning cases.

If you are a technically focused paraplanner looking to further develop your career with a respected financial planning firm, we'd love to hear from you.

INDP