Paraplanner

Prestige Recruitment Group; Hooton Pagnell; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Free on-site parking

Convenient Wirral location near train站

Career progression

Supportive team environment

Job summary

Prestige Recruitment Group advertises an experienced Paraplanner role on the Wirral, Merseyside, offering a salary of £40,000 - £45,000. The role requires Diploma-qualified or near-qualified paraplanning with strong pensions knowledge, supporting a growing independent financial adviser practice.

You will prepare suitability reports, perform pension transfer research, and assist advisers with recommendations, ensuring compliance and efficient processes.

Qualifications

• Diploma-qualified or nearly qualified Paraplanner with a strong pensions and investments background.
• Excellent written and analytical skills.
• Attention to detail is essential.

Responsibilities

• Prepare suitability reports.
• Conduct pension transfer research.
• Support Advisers with recommendations and technical queries.
• Ensure reports and client files are accurate and compliant.
• Support development of paraplanning processes.

Skills

Paraplanner experience

Pensions knowledge

Analytical skills

Education

DipPFS qualified

Job description

Paraplanner

Wirral, Merseyside | £40,000 - £45,000

A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.

This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.

The Role

You’ll provide technical support to Financial Advisers, including:

• Preparing suitability reports
• Conducting pension transfer research
• Supporting Advisers with recommendations and technical queries
• Ensuring reports and client files are accurate and compliant
• Supporting the development of efficient paraplanning processes

About You

• Previous Paraplanning experience within an IFA or wealth management firm
• Strong technical knowledge of pensions
• DipPFS qualified or close to completion
• Excellent written and analytical skills
• Strong attention to detail

What's on Offer?

• £40,000 - £45,000 depending on experience
• Excellent career progression
• Supportive team environment
• Free on-site parking
• Convenient location close to a Wirral train station