Paraplanner

Merseyside

Salary: £40,000 - £45,000

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

This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner who enjoys the technical side of financial planning and wants to develop their career within a professional, supportive environment.

The Role

Working closely with Financial Advisers, you'll play an important role in delivering high-quality financial planning advice to clients.

You'll be involved in:

• Preparing detailed suitability reports
• Carrying out pension and investment research
• Providing technical support to Financial Advisers
• Researching and supporting client recommendations
• Ensuring reports and client files are accurate and compliant
• Helping improve paraplanning processes and ways of working

We're looking for someone with:

• Previous Paraplanning experience within an IFA or wealth management environment
• Strong technical knowledge across pensions and investments
• DipPFS qualified or working towards completion
• Excellent written and analytical skills
• A strong eye for detail and a commitment to producing quality work

What's on Offer?

• £40,000 - £45,000 depending on experience
• Genuine career development opportunities
• Supportive and established team
• Opportunity to work within a growing IFA practice

If you're an experienced Paraplanner looking for your next opportunity in Merseyside, I'd be keen to hear from you. Get in touch for a confidential conversation.

INDP