Paraplanner
Job in
Hooton Pagnell, DN5 7BE, England, UK
Listed on 2026-09-20
Listing for:
Prestige Recruitment Group
Full Time
position Listed on 2026-09-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Paraplanner
Wirral, Merseyside | £40,000 - £45,000
A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.
This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.
The RoleYou’ll provide technical support to Financial Advisers, including:
- Preparing suitability reports
- Conducting pension transfer research
- Supporting Advisers with recommendations and technical queries
- Ensuring reports and client files are accurate and compliant
- Supporting the development of efficient paraplanning processes
- Previous Paraplanning experience within an IFA or wealth management firm
- Strong technical knowledge of pensions
- DipPFS qualified or close to completion
- Excellent written and analytical skills
- Strong attention to detail
- £40,000 - £45,000 depending on experience
- Excellent career progression
- Supportive team environment
- Free on-site parking
- Convenient location close to a Wirral train station
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