Paraplanner- Hybrid

Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.

The Role

The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.

Key Responsibilities

• Researching and analysing financial strategies and products to support client recommendations

• Preparing suitability reports and supporting documentation

• Producing cashflow modelling and compiling financial data

• Liaising with product providers and ensuring smooth follow-up of client requirements

• Supporting Financial Planners with client presentations and annual review processes

• Maintaining a high standard of compliance in line with regulatory requirements

• Keeping up to date with legislative and industry changes

Requirements

• Diploma in Regulated Financial Planning (minimum)

• At least three years’ experience in a financial advice practice

• Minimum of one year paraplanning experience

• Strong understanding of financial planning principles, products, and compliance standards

• High attention to detail and excellent organisational skills

• Willingness to occasionally travel for client meetings

Benefits

• Salary up to £45,000 depending on experience

• 25 days holiday plus bank holidays

• Birthday day off

• Hybrid working (post-probation)

• Private Medical Insurance

• 10 x salary Death in Service

• 5% Pension contribution

• Cycle to Work scheme

• Modern offices and a collaborative team environment

If you’re an experienced Paraplanner looking to join a progressive, forward-thinking firm with strong values and excellent benefits, we’d love to hear from you.