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Paraplanner — in Wealth Planning
Remote / Online - Candidates ideally in
Sefton, Bootle, Merseyside, LA19, England, UK
Listed on 2025-12-30
Sefton, Bootle, Merseyside, LA19, England, UK
Listing for:
Heat Recruitment
Full Time, Remote/Work from Home
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Location: Sefton
A wealth management firm in Southport is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The ideal candidate will have a Level 4 Diploma qualification, proven paraplanning experience, and excellent analytical skills. This position offers a salary range of £40,000 – £50,000 and options for office-based or hybrid work. The company values growth and provides opportunities for professional development.
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