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Paraplanner

Job Posted: 10 days ago

Salary: £ 55,000 - 55,000 / Annum
Job Type: Permanent
Location: L2 3SW

Expire in: 17 days

Job Description

Paraplanner | Liverpool (Jamaica Street) 
 
Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice.
This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.

Key Responsibilities
  
Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning 
Conduct technical research and analysis to support financial advisers in developing client recommendations 
Analyse client information and produce accurate cashflow modelling where required 
Ensure all work complies with FCA regulations and internal compliance standards 
Liaise with advisers, administrators, and product providers to ensure efficient case progression 
Maintain up-to-date knowledge of financial products, legislation, and industry developments  Requirements
  
Proven experience working as a Paraplanner within a financial planning or wealth management firm 
Strong technical knowledge across pensions, investments, and protection products 
Experience writing high-quality suitability reports 
Working towards or holding Level 4 Diploma in Financial Planning (or equivalent) 
Excellent analytical, organisational, and communication skills 
High attention to detail and ability to manage multiple cases effectively  What's on Offer
  
Hybrid working arrangement 
Supportive and collaborative team environment 
Established client base and strong business reputation 
Long-term career opportunity for a dedicated paraplanner  Next Steps If you're a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we'd love to hear from you.

Apply now or get in touch to arrange a confidential discussion

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Looking for your next career move? Join a top company hiring Paraplanner job near me in L2 3SW! 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!