PARAPLANNER - LIVERPOOL

An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and growing financial planning firm. This hybrid role offers the opportunity to work closely with Financial Planners, supporting the delivery of high-quality, compliant financial advice while contributing to a collaborative and client-focused team.

The successful candidate will be responsible for preparing detailed client reports, conducting research, and assisting in the development of comprehensive financial plans. This role is ideal for a proactive and analytical individual looking to further their career within financial planning.

Key Responsibilities:

• Prepare detailed client reports and suitability letters.
• Draft recommendations in line with regulatory and compliance requirements.
• Analyse client information to support the financial planning process.
• Conduct research on financial products, investments, and planning solutions.
• Assist Financial Planners in developing tailored financial strategies.
• Maintain accurate client records and update internal systems.
• Liaise with advisers, administrators, and other stakeholders to ensure an efficient client journey.
• Support ongoing process improvements and contribute to delivering an exceptional client experience.
• Ensure all work is completed accurately and within agreed timescales.

Candidate Requirements:
To be considered for this role, you should have:

• Previous experience as a Paraplanner within a Financial Planning or Wealth Management environment.
• Strong knowledge of Financial Planning and Personal Finance.
• Excellent analytical skills with the ability to interpret client information and assess suitable financial solutions.
• A good understanding of investments and financial products.
• Excellent report writing and documentation skills.
• Relevant financial planning qualifications (or working towards them), such as the Level 4 Diploma in Financial Planning, would be advantageous.
• Strong attention to detail and excellent organisational skills.
• Experience using financial planning software and Microsoft Office applications.
• Excellent communication and interpersonal skills.
• The ability to manage multiple priorities and meet deadlines.
• A collaborative approach with the ability to work independently when required.

What's on Offer:

• Competitive salary, dependent on experience.
• Hybrid working arrangement.
• Supportive and collaborative working environment.
• Ongoing professional development and support with industry qualifications.
• Opportunity to develop your career within a growing financial planning business.

Interested?

If you have the relevant experience and are looking for your next opportunity within financial planning, we'd love to hear from you. Apply today with your CV.