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Junior Paraplanner
Job Posted: 4 days ago
Salary: £ 40,000 - 45,000 / Annum
Job Type: Permanent
Location: Liverpool, Merseyside
Expire in: 24 days
Job Description
We’re working with a rapidly growing financial planning firm in Liverpool that's expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.
What’s on offer:
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Salary up to £40,000 depending on experience and exam progress
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Full-time, office-based role in a modern Liverpool workspace
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Supportive and collaborative environment with structured development
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Clear progression pathway into full paraplanning and beyond
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Exposure to a diverse client base and broad casework
About the role:
As a Junior Paraplanner, you'll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.
Typical duties include:
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Preparing research and technical information to support financial recommendations
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Drafting suitability reports for review and compliance approval
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Gathering and analysing client data, including fact-finds and existing policy information
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Liaising with providers for valuations and product information
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Maintaining accurate records and supporting advisers in client planning meetings
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Assisting with ongoing reviews, cashflow modelling, and client servicing
What we’re looking for:
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Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)
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Experience in an IFA support, paraplanning assistant, or technical administration role
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A solid understanding of financial planning basics: pensions, investments, ISAs, protection
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Excellent attention to detail and strong organisational skills
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A genuine desire to progress in a technical role with long-term career ambitions
This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firmsBefore You Apply
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Looking for your next career move? Join a top company hiring Junior Paraplanner job near me in Liverpool, Merseyside! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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