Paraplanner — Technical Financial Planning

Paraplanner Liverpool

Competitive Salary + Excellent Benefits

Hybrid Working Available After Probation

A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.

The Role

Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.

• Conducting research and analysis to support client recommendations
• Preparing suitability reports and financial planning documentation
• Producing cashflow modelling and financial analysis
• Researching pensions, investments, protection, and other financial planning products
• Liaising with providers and third parties to obtain information and progress cases
• Supporting advisers with client meeting preparation and follow-up actions
• Managing and monitoring annual client reviews
• Ensuring all work is completed in line with regulatory and compliance standards
• Maintaining accurate client records and workflow management systems

• Competitive salary
• 25 days holiday plus bank holidays
• Birthday off
• Hybrid working after probation
• Private Medical Insurance
• 10x Death in Service
• 5% Pension Contribution
• Cycle to Work Scheme
• Modern office environment
• Chartered firm status and recognised Top 100 IFA business

If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information.