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An exciting opportunity has arisen for an experienced Senior Paraplanner to join a growing and well-respected Independent Financial Advisory (IFA) firm based in Liverpool. This firm offers a dynamic and supportive working environment, with ample parking nearby and the flexibility of hybrid working.
The Opportunity:
This role is ideal for a highly technical Paraplanner who is looking to deepen their expertise and contribute to the delivery of first-class financial planning. Working closely with Financial Planners, you will support clients with significant portfolios by conducting in-depth analysis, producing high-quality reports, and ensuring recommendations align with their financial objectives.
As a subject matter expert, you will apply your advanced knowledge of financial planning, investment strategies, and specialist products to enhance the client experience. This role offers the chance to develop as a technical specialist, with opportunities to work towards Chartered Status and explore future career progression within financial planning or specialist advisory areas.
Key Responsibilities:
- Technical Paraplanning Support - Conduct detailed research, analysis, and cashflow modelling to identify suitable financial solutions.
- Report Writing & Recommendations - Prepare high-quality suitability reports, ensuring advice is fully compliant and tailored to individual client needs.
- Client Collaboration - Work closely with Financial Planners, attending meetings where required, to support the delivery of outstanding client service.
- Compliance & Regulatory Knowledge - Ensure all recommendations align with FCA regulations and internal compliance policies.
- Continuous Development - Keep up to date with industry trends, legislative changes, and technical developments to provide cutting-edge support.
About You:
- Level 4 Diploma in Financial Planning as a minimum, ideally Level 6
- Extensive paraplanning (around 5 years plus) experience within an IFA or wealth management environment.
- Strong technical knowledge across pensions, investments, tax planning, and protection.
- Excellent attention to detail, analytical skills, and written communication.
- A proactive approach with the ability to manage multiple priorities effectively.
Benefits & Working Environment:
- Hybrid working options for a better work-life balance.
- Comprehensive benefits package, including private medical insurance, pension contributions, and group life insurance.
- Career development support- a growing and successful business who are embarking on an exciting career path having just attained FCA Approval.
- Chartered Status and explore future progression within financial planning.
This is an excellent opportunity for a skilled Paraplanner to take the next step in their career within a forward-thinking and highly respected IFA firm.
Interested? Apply today to find out more.
