Paraplanner

Liverpool, Merseyside - Hybrid Working (3 Days Office / 2 Days Home)
Salary: £32,000 - £40,000

Are you an experienced Paraplanner looking to join a successful and growing wealth management practice?

We're working with a highly respected financial planning firm in Liverpool that is looking to recruit an experienced Paraplanner to support its team of Financial Advisers. This is an excellent opportunity to join a professional, client-focused business that genuinely invests in its people and offers a great work-life balance through hybrid working.

The Role

You'll provide technical support to Financial Advisers, producing high-quality suitability reports and carrying out detailed research across pensions, investments and protection.

Key Responsibilities

• Produce compliant suitability reports and recommendations.
• Conduct technical research and cashflow analysis where required.
• Support Advisers with pre- and post-meeting preparation.
• Liaise with providers and clients to progress cases efficiently.
• Ensure all work meets FCA and internal compliance standards.

About You

• Experience as a Paraplanner within an IFA or Wealth Management firm.
• Level 4 Diploma qualified or working towards completion.
• Strong technical knowledge of pensions, investments and protection.
• Excellent report writing and communication skills.
• Organised with a keen eye for detail.

What's on Offer?

• Hybrid working – 2 days from home, 3 days in the office
• Competitive salary of £32,000 - £40,000
• Pension scheme
• Ongoing professional development and support with further qualifications
• Friendly, collaborative team environment

If you're looking to take the next step in your Paraplanning career with a respected financial planning firm, we'd love to hear from you. Apply today for a confidential discussion.

INDP