Paraplanner

Location: City

Dynamite Recruitment are supporting a well-established independent financial planning firm based in Liverpool, providing holistic, client-focused advice across retirement planning, investments, pensions, and protection. Whose approach is built on long-term relationships, high technical standards, and delivering clear, tailored advice to our clients.

Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business.
This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment.

Key Responsibilities

• Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection
• Conducting technical research and product analysis
• Producing cashflow modelling and financial planning projections
• Assisting with client reviews and ongoing servicing
• Ensuring all advice documentation meets regulatory and compliance standards
• Liaising with providers, platforms, and internal administration teams
• Keeping up to date with regulatory, legislative, and product changes

Skills & Experience Required

• Previous experience in a paraplanner or technical support role within financial planning
• Strong knowledge of UK financial planning, pensions, investments, and protection
• Excellent written and verbal communication skills
• High attention to detail and strong organisational skills
• Ability to work independently and as part of a team

Hybrid working 3 days from home 2 days office (Liverpool)
£40,000 - £45,000

For more details please apply or contact Tegan at Dynamite Recruitment