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Technical Paraplanner: Precision-Driven Financial Modeller

Job in Liverpool, Merseyside, L1, England, UK
Listing for: TheWealthPoint
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial advisory firm in Liverpool is seeking a Technical Paraplanner. This entry-level role involves constructing financial advice frameworks and performing deep analysis across pensions, tax, and investments. Candidates should be Level 4 qualified and enjoy working independently while supporting financial planners. The firm values precision, accountability, and teamwork, offering an environment committed to delivering high-quality advice and transforming clients' lives.
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