Paraplanner

Job Title: Paraplanner
Industry: Financial Services
Location: Liverpool
Salary: Up to £46,000 (negotiable based on experience)

An exciting opportunity has arisen for an experienced Paraplanner to join a leading Independent Financial Advice firm based in Liverpool. This firm offers high-quality financial services to high-net-worth clients across the North West and Wales. As a Paraplanner, you will provide essential support to Financial Advisers, assisting with in-depth research, analysis, and the preparation of high-quality suitability reports that align with the firm’s holistic financial planning approach.

• Conduct detailed research and analysis to support client financial plans.
• Prepare comprehensive suitability reports, ensuring all recommendations align with client goals.
• Assist Financial Advisers in delivering first-class financial advice to high-net-worth clients.
• Maintain high standards of compliance and accuracy in all report writing and documentation.

• Salary up to £46,000, negotiable based on experience.
• Flexible working arrangements, promoting work-life balance.
• 22 days annual leave plus bank holidays & christmas shutdown.
• Discretionary bonus scheme.
• Study support for professional development.
• Company pension and other benefits.
• Access to free financial advice.

• Level 4 Diploma in financial planning (or equivalent).
• Minimum 2 years of paraplanning experience.
• Strong skills in report writing, research, and analysis.
• Good knowledge of financial planning processes, compliance, and suitability reports.
• Ability to work both independently and within a team to meet business objectives.

This is a fantastic opportunity to join a supportive and well-established team, with the potential for career progression within the firm.

Contact Recruit UK for more information on this exciting opportunity! Ref: 9236