Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....

An 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.

The Role

The 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.

Key Responsibilities

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Researching and analysing financial strategies and products to support client recommendations

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Preparing suitability reports and supporting documentation

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Producing cashflow modelling and compiling financial data

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Liaising with product providers and ensuring smooth follow-up of client requirements

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Supporting Financial Planners with client presentations and annual review processes

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Maintaining a high standard of compliance in line with regulatory requirements

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Keeping up to date with legislative and industry changes

Requirements

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Diploma in Regulated Financial Planning (minimum)

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At least three years' experience in a financial advice practice

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Minimum of one year paraplanning experience

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Strong understanding of financial planning principles, products, and compliance standards

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High attention to detail and excellent organisational skills

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Willingness to occasionally travel for client meetings

Benefits

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Salary up to £45,000 depending on experience

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25 days holiday plus bank holidays

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Birthday day off

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Hybrid working (post-probation)

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Private Medical Insurance

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10 x salary Death in Service

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5% Pension contribution

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Cycle to Work scheme

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Modern offices and a collaborative team environment

If 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