Paraplanner - Liverpool (Hybrid Working Available)
Salary: Up to £45,000

We are currently working with a highly regarded firm of Independent Financial Advisers with a strong presence across the UK, who are looking to add an experienced Paraplanner to their growing Liverpool office.

This is an excellent opportunity to join a well-established and forward-thinking business that places real value on its people. The firm has built a reputation for delivering high-quality advice and supporting its staff with a collaborative and professional environment.

As a Paraplanner, you will be part of a knowledgeable and supportive team that operates to a consistently high standard. You’ll work closely with Financial Advisers, providing detailed technical support, producing suitability reports, and ensuring advice is compliant and tailored to client needs.

Key Responsibilities:

• Preparing detailed suitability reports across a range of financial planning areas
• Conducting research and analysis to support client recommendations
• Liaising with advisers and administrators to ensure smooth case progression
• Maintaining up-to-date knowledge of financial products and regulations
• Supporting the wider paraplanning team with complex cases where required

What’s on Offer:

• Salary up to £45,000 (depending on experience)
• Hybrid working arrangement
• A genuinely enjoyable and collaborative working environment
• Strong paraplanning team with high technical standards
• Career development opportunities within a growing national firm

What We’re Looking For:

• Previous experience in a Paraplanner role within an IFA or wealth management firm
• Strong report writing and technical knowledge
• Ideally Diploma qualified (or working towards)
• Excellent attention to detail and organisational skills
• A team-oriented mindset with a proactive approach

This is a fantastic opportunity for a Paraplanner who wants to be part of a respected firm where quality of work and employee experience are both taken seriously.

If you're interested in finding out more, please get in touch for a confidential discussion.