Paraplanner

Eden Rose; Liverpool; On-site; GBP 45,000 - 50,000; Full time

Job summary

Eden Rose in Liverpool is seeking a Chartered Paraplanner to join a well-established financial planning firm. You will work closely with advisers and support staff in a collaborative environment.

The role focuses on producing detailed suitability reports across pensions, investments and protection, researching cases, and ensuring regulatory compliance, including for high-net-worth clients, with strong teamwork and workload management.

Qualifications

• 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.

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.

Skills

Chartered status

Technical knowledge in financial plann

Experience producing suitability

Team collaboration

Job description

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.

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

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