Job Description
Paraplanner 📍 Liverpool
💰 Competitive Salary + Excellent Benefits
🏡 Hybrid Working Available After Probation
A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team.
This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.
The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.
Key responsibilities include:
Conducting research and analysis to support client recommendations
Preparing suitability reports and financial planning d...
💰 Competitive Salary + Excellent Benefits
🏡 Hybrid Working Available After Probation
A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team.
This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.
The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.
Key responsibilities include:
Conducting research and analysis to support client recommendations
Preparing suitability reports and financial planning d...
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