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Independent Wealth Firm
Are you a Paraplanner who thrives on working closely with high-performing Advisers on complex, rewarding cases? This is your opportunity to join a respected independent wealth management firm in Liverpool, supporting some of the most established and trusted names in the business.
With over £1 billion in assets under management and a client base ranging from entrepreneurs to retirees with multi-million-pound portfolios, this firm is known for delivering in-depth, holistic advice across pensions, investments, IHT, trusts, mortgages, and more.
Why This Paraplanner Role Stands Out:
- You'll work one-to-one with a senior Adviser, becoming a trusted technical partner in managing sophisticated client cases.
- As a Paraplanner, you’ll have hands-on involvement in the full advice process—from research and analysis to report writing and cashflow modelling using Voyant.
- Join a well-resourced, collaborative team using top-tier platforms like Transact, Fidelity, Aviva, and Quilter, alongside tools like Intelligent Office and FE Analytics.
- This role suits a career Paraplanner—either Diploma-qualified or working towards—who’s looking to deepen their technical expertise.
- If you’re aspiring to move into an Adviser role in future, this firm can support that transition with a clear progression path.
Whether you want to stay on the technical track or eventually move into advising, this Paraplanner opportunity offers flexibility, stability, and a chance to work in a business that truly values long-term development.
You’ll receive a competitive salary of £30,000 - £45,000 (depending on experience), a strong benefits package, and ongoing support from a forward-thinking leadership team.
If you're a motivated Paraplanner ready to take your career to the next level with complex cases, trusted Advisers, and a respected independent firm—get in touch.
?? Contact Laura at Financial Divisions for more information and to apply.
