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Financial Analyst Financial Reporting Financial Advisor / Consultant Financial Services

Paraplanner: Insightful Financial Planning & Research

Job in St Helens, Merseyside, L34 2GA, England, UK
Listing for: Asset Recruit
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below
A local financial advisory firm in St Helens, England is seeking an experienced Paraplanner. This role involves providing paraplanning support while delivering high standards of client service. Candidates should hold a Level 4 Diploma in Financial Planning or be progressing towards it, alongside at least 2 years in a paraplanning position. Responsibilities include reviewing client documents and performing thorough research and analysis to support financial advisers.
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