More jobs:
Paraplanner
Job in
Liverpool, Merseyside, L2 3SW, England, UK
Listed on 2026-08-10
Listing for:
Integro Partners
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Compliance
Job Description & How to Apply Below
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
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×