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View this new "Paraplanner: Insightful Financial Planning & Research" opening in St Helens, UK. Apply for jobs in your niche area, and explore related local finance & banking / jobs in St Helens and nearby county areas of England UK. Our established Learn4Good site has been online since 2003, and we do not charge jobseekers to use our job board.

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Paraplanner: Insightful Financial Planning & Research

Job in St Helens, Merseyside, L34 2GA, England, UK

Listing for: Asset Recruit

Full Time position
Listed on 2026-10-10

Job specializations:

Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance

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.
We are looking to fill the Paraplanner:
Insightful Financial Planning & Research position at Asset Recruit in St Helens, England, United Kingdom. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Paraplanner:
Insightful Financial Planning & Research role in the description above. We appreciate your interest in this position.

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