Paraplanner

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

* Please do not apply for this Paraplanner role if you do not have Paraplanning experience, as you will not be considered for this. 

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

• You 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