Paraplanner

Location: Liverpool | Employment Type: Full-time, Permanent

Salary: £35,000-£50,000 DOE

About the Firm

Our client is a reputable, independently owned financial advisory firm with a strong track record of delivering tailored, high-quality advice to private clients. The firm specialises in pensions, investment planning, and inheritance tax strategy, helping individuals make well-informed decisions that support their long-term financial goals. Operating to the highest regulatory and professional standards, the team is genuinely committed to achieving positive outcomes for every client in line with FCA Consumer Duty principles.

Role Overview

A skilled and experienced Paraplanner is sought to join this growing advisory team based in Liverpool. Working in close partnership with the firm's financial advisers, you will take ownership of the research, analysis, and...