Client-Facing Paraplanner: Wealth Planning Specialist
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-08-14
Listing for:
Financial Divisions
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Job Description & How to Apply Below
Financial Divisions is seeking a Diploma-qualified Paraplanner to advance within a collaborative wealth management team. You will work closely with a small group of advisers, producing detailed reports and analysis for private clients.
You’ll develop cashflow models, support onboarding and asset transfers, and stay compliant while expanding your technical knowledge of planning products. A clear path to Chartered status is available.
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