Paraplanner

Wirral, Merseyside | £40,000 - £45,000

A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.

This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.

The Role

You’ll provide technical support to Financial Advisers, including:

• Preparing suitability reports
• Conducting pension transfer research
• Supporting Advisers with recommendations and technical queries
• Ensuring reports and client files are accurate and compliant
• Supporting the development of efficient paraplanning processes

About You

• Previous Paraplanning experience within an IFA or wealth management firm
• Strong technical knowledge of pensions
• DipPFS qualified or close to completion
• Excellent written and analytical skills
• Strong attention to detail

What's on Offer?

• £40,000 - £45,000 depending on experience
• Excellent career progression
• Supportive team environment
• Free on-site parking
• Convenient location close to a Wirral train station

Interested? Get in touch for a confidential conversation.

INDP