Paraplanner

Paraplanner - Wealth Management Firm

Location: Liverpool (Hybrid)

Salary: Up to £55,000 Bonus & Benefits

About the Role

An established and highly regarded wealth management firm is looking for an experienced Paraplanner to support its team of financial advisers in delivering high-quality financial planning solutions. This role offers excellent career progression opportunities, particularly for those looking to advance into an advisory, management, or compliance role in the future.

Key Responsibilities:

Technical Research & Analysis:

• Conducting research on pensions, investments and protection solutions.
• Assisting in financial planning and investment strategy development.

Report Writing & Compliance:

• Drafting suitability reports and financial recommendations.
• Ensuring compliance with regulatory requirements and company policies.

Client Support & Liaison:

• Working closely with financial advisers to provide seamless client service.
• Attending client meetings when necessary to take notes and assist with technical queries.
• Supporting the preparation of annual review documentation and cashflow modelling.

Administrative & Operational Duties:

• Managing and maintaining client files and records.
• Ensuring all compliance paperwork is accurate and up to date.
• Assisting with investment and trade implementation.

Ideal Candidate:

• Level 4 Diploma in Financial Planning (or equivalent), with a desire to progress to Chartered status.
• Strong understanding of financial planning, investment strategies, and tax implications.
• Excellent attention to detail, analytical skills, and report-writing ability.
• Experience in a similar Paraplanning role within a wealth management firm.
• Proficient in financial research tools.

Package & Benefits:

• Competitive salary up to £55,000.
• Bonus scheme based on performance.
• Pension & enhanced benefits package.
• Hybrid working - flexible office/home balance.
• Full support for further professional qualifications and career progression.

This is an exciting opportunity for an ambitious Paraplanner to join a growing firm and work alongside a team of experienced financial advisers, helping to deliver outstanding wealth management solutions to high-net-worth clients.