Hiring Now: Paraplanner Near You – Apply Today!

Your Next Paraplanner Job Starts Here – Apply Now!

Paraplanner

Job Posted: a month ago

Salary: £ 55,000 - 55,000 / Annum
Job Type: Permanent
Location: L22 1RB

Expire in: 9 hours

Job Description

Paraplanner 📍 Liverpool
 💰 Competitive Salary + Excellent Benefits
 🏡 Hybrid Working Available After Probation
 
 A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team.
 This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.
 The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.
 Key responsibilities include:
  
Conducting research and analysis to support client recommendations 
Preparing suitability reports and financial planning documentation 
Producing cashflow modelling and financial analysis 
Researching pensions, investments, protection, and other financial planning products 
Liaising with providers and third parties to obtain information and progress cases 
Supporting advisers with client meeting preparation and follow-up actions 
Managing and monitoring annual client reviews 
Ensuring all work is completed in line with regulatory and compliance standards 
Maintaining accurate client records and workflow management systems  Benefits  
Competitive salary 
25 days holiday plus bank holidays 
Birthday off 
Hybrid working after probation 
Private Medical Insurance 
10x Death in Service 
5% Pension Contribution 
Cycle to Work Scheme 
Modern office environment 
Chartered firm status and recognised Top 100 IFA business  If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Paraplanner job near me in L22 1RB! 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!