Liverpool
We are seeking a motivated Paraplanner to join a growing Wealth Management team in Liverpool. This role offers the chance to work closely with a team of advisers and support high-quality client advice.
Requirements:
-
Diploma-qualified (or working towards) in financial services
-
Strong experience in paraplanning, ideally across pensions, investments, and financial planning reports
-
Proficient in back-office systems (IO, Pension Profiler, Dynamic Planner, Junovoa Report Writer)
-
Excellent organisational skills and attention to detail
Role Details:
-
Standard paraplanner responsibilities, supporting advisers and client portfolios
-
Office-based during probation, transitioning to hybrid working 3 days/week
-
Flexible start times and lunch
-
Collaborative, hardworking, and able to thrive in a busy team environment
Benefits:
-
Competitive salary: up to £45,000
-
Flexible working day
-
Pension enrolment with salary sacrifice
-
Death in service