An exciting opportunity has arisen for an experienced Senior Paraplanner to join a growing and well-respected Independent Financial Advisory (IFA) firm based in Liverpool. This firm offers a dynamic and supportive working environment, with ample parking nearby and the flexibility of hybrid working.
The Opportunity:
This role is ideal for a highly technical Paraplanner who is looking to deepen their expertise and contribute to the delivery of first-class financial planning. Working closely with Financial Planners, you will support clients with significant portfolios by conducting in-depth analysis, producing high-quality reports, and ensuring recommendations align with their financial objectives.
As a subject matter expert, you will apply your advanced knowledge of financial planning, investment strategies, and specialist products to enhance the client experience. This role offers the chance to develop as a technical specialist, with opportunities to work towards Chartered Status and explore future career progression within financial planning or specialist advisory areas.
Key Responsibilities:
* Technical Paraplanning Support - Conduct detailed research, analysis, and cashflow modelling to identify suitable financial solutions.
* Report Writing & Recommendations - Prepare high-quality suitability reports, ensuring advice is fully compliant and tailored to individual client needs.
* Client Collaboration - Work closely with Financial Planners, attendin...