Paraplanner
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-07
Listing for:
Eden Rose
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Join to apply for the Paraplanner role at Eden Rose
We are seeking a motivated Paraplanner to join a growing Wealth Management team in Liverpool. This role offers the chance to work closely with a team of advisers and support high-quality client advice.
Requirements- Diploma-qualified (or working towards) in financial services
- Strong experience in paraplanning, ideally across pensions, investments, and financial planning reports
- Proficient in back-office systems (IO, Pension Profiler, Dynamic Planner, Junovoa Report Writer)
- Excellent organisational skills and attention to detail
- Standard paraplanner responsibilities, supporting advisers and client portfolios
- Office‑based during probation, transitioning to hybrid working 3 days/week
- Flexible start times and lunch
- Collaborative, hardworking, and able to thrive in a busy team environment
- Competitive salary: up to £45,000
- Flexible working day
- Pension enrolment with salary sacrifice
- Death in service
Mid‑Senior level
Employment typeFull‑time
Job functionFinance and Sales
LocationLiverpool, England, United Kingdom
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