Details:
- Salary: £35,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: North West
- Date: 3 days ago
Description:
Paraplanner – Liverpool
???? Liverpool (minimum 3 days per week in office)
???? Competitive salary + benefits
I’m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team.
This is a fantastic opportunity to join a supportive, growing business where you’ll play a key role in delivering high-quality technical support and client-focused solutions.
The Role:
Provide technical support to Advisers, including research, analysis, and suitability reports
Build cashflow models and assess client portfolios
Ensure all advice is accurate, compliant, and aligned with client objectives
Collaborate with colleagues across the business to deliver a seamless service
Contribute to the development of team processes and efficiencies What they’re looking for:
Level 4 Diploma qualified in Financial Planning
Proven Paraplanning experience within an IFA environment
Solid understanding of financial planning products and compliance requirements
Strong analytical, organisational, and communication skills
A proactive approach, with confidence to challenge and support recommendations What’s on offer:
Competitive salary package (DOE)
Hybrid working – minimum 3 days per week in the Liverpool office
Supportive culture with opportunities for professional development