Job Description
Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....\n\nAn excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.\n\nThe Role\n\nThe Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.\n\nKey Responsibilities\n\n * \n\n Researching and analysing financial strategies and products to support client recommendations\n\n * \n\n Preparing suitability reports and supporting documentation\n\n * \n\n Producing cashflow modelling and compiling financial data\n\n * \n\n Liaising with product providers and ensuring smooth follow-up of client requirements\n\n * \n\n Supporting Financial Planners with client presentations and annual review processes\n\n * \n\n Maintaining a high standard of compliance in line with regulatory requirements\n\n * \n\n Keeping up to date with legislative and industry changes\n\nRequirements\n\n * \n\n Diploma in Regulated Financial Planning (minimum)\n\n * \n\n At least three years’ experience in a financial advice practice\n\n * \n\n Minimum of one year paraplanning experience\n\n * \n\n Strong understanding of financial planning principles, products, and compliance standards\n\n * \n\n High attention to detail and excellent organisational skills\n\n * \n\n Willingness to occasionally travel for client meetings\n\nBenefits\n\n * \n\n Salary up to £45,000 depending on experience\n\n * \n\n 25 days holiday plus bank holidays\n\n * \n\n Birthday day off\n\n * \n\n Hybrid working (post-probation)\n\n * \n\n Private Medical Insurance\n\n * \n\n 10 x salary Death in Service\n\n * \n\n 5% Pension contribution\n\n * \n\n Cycle to Work scheme\n\n * \n\n Modern offices and a collaborative team environment\n\nIf you’re an experienced Paraplanner looking to join a progressive, forward-thinking firm with strong values and excellent benefits, we’d love to hear from you