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Paraplanner
Job Posted: 18 days ago
Salary: £ 45,000 - 45,000 / Annum
Job Type: Permanent
Location: L2, Liverpool, Merseyside
Expire in: 9 days
Job Description
Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....
An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.
The Role
The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.
Key Responsibilities
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Researching and analysing financial strategies and products to support client recommendations
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Preparing suitability reports and supporting documentation
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Producing cashflow modelling and compiling financial data
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Liaising with product providers and ensuring smooth follow-up of client requirements
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Supporting Financial Planners with client presentations and annual review processes
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Maintaining a high standard of compliance in line with regulatory requirements
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Keeping up to date with legislative and industry changes
Requirements
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Diploma in Regulated Financial Planning (minimum)
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At least three years’ experience in a financial advice practice
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Minimum of one year paraplanning experience
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Strong understanding of financial planning principles, products, and compliance standards
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High attention to detail and excellent organisational skills
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Willingness to occasionally travel for client meetings
Benefits
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Salary up to £45,000 depending on experience
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25 days holiday plus bank holidays
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Birthday day off
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Hybrid working (post-probation)
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Private Medical Insurance
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10 x salary Death in Service
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5% Pension contribution
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Cycle to Work scheme
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Modern offices and a collaborative team environment
If you’re an experienced Paraplanner looking to join a progressive, forward-thinking firm with strong values and excellent benefits, we’d love to hear from youBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in L2, 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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