Paraplanner

Paraplanner

Location: Liverpool City Centre (Hybrid Working Available)
Salary: £40,000 - £45,000 (dependent on experience)
Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.

The Role

Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.

Key Responsibilities:

Producing clear, accurate, and compliant suitability reports
Conducting detailed research a...

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