Eden Rose
Paraplanner
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Job Ref
91036
Location
Liverpool
Salary
£45,000 - £50,000 Per Annum
Employment Type
Permanent
Location: Liverpool, Merseyside
Type: Permanent
Job #91036
Salary: £45,000 - £50,000 Per Annum
Overview
We are working with a well-established financial planning firm looking to strengthen their team with the addition of a Chartered Paraplanner. This is a great opportunity to join a collaborative and well-supported environment, working closely with experienced advisers and support staff.
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The business currently has a strong structure in place, including two full-time Paraplanners, a Junior Paraplanner, and a team of six Administrators, providing excellent operational support.
Key Responsibilities
- Prepare detailed suitability reports across pensions, investments, and protection
- Support advisers with technical research and case preparation
- Work on more complex client cases, including HNW clients
- Ensure advice is compliant and aligned with regulatory requirements
- Collaborate closely with the wider paraplanning and admin team
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Requirements
- Chartered status (or close to achieving)
- Strong technical knowledge across financial planning areas
- Experience producing high-quality suitability reports
- Ability to manage workload and work collaboratively within a team
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