Paraplanner

Paraplanner – Liverpool 📍 Liverpool (minimum 3 days per week in office) 💰 Competitive salary + benefits I’m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team. This is a fantastic opportunity to join a supportive, growing business where you’ll play a key role in delivering high-quality technical support and client-focused solutions.

The Role

Provide technical support to Advisers, including research, analysis, and suitability reports Build cashflow models and assess client portfolios Ensure all advice is accurate, compliant, and aligned with client objectives Collaborate with colleagues across the business to deliver a seamless service Contribute to the development of team processes and efficiencies What they’re looking for:

Level 4 Diploma qualified in Financial Planning Proven Paraplanning experience within an IFA environment Solid understanding of financial planning products and compliance requirements Strong analytical, organisational, and communication skills A proactive approach, with confidence to challenge and support recommendations What’s on offer:

Competitive salary package (DOE) Hybrid working – minimum 3 days per week in the Liverpool office Supportive culture with opportunities for professional development