Paraplanner

Eden Rose; Liverpool; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Eden Rose in Liverpool is seeking a Paraplanner to join our financial planning team on a hybrid basis. You will prepare suitability reports, research pensions and investments, and support advisers with complex client cases.

Ideal candidates have paraplanning experience in an IFA environment, a Level 4 Diploma in Financial Planning (or working towards it), and strong technical knowledge with excellent attention to detail and FCA compliance awareness.

Qualifications

• Paraplanning experience within an IFA environment.
• Level 4 Diploma in Financial Planning or actively pursuing it.
• Strong knowledge of pensions and investments.
• Confident report writer with excellent attention to detail.
• Good understanding of FCA requirements and compliance.

Responsibilities

• Preparing suitability reports and recommendations
• Researching pensions, investments and financial planning solutions
• Supporting advisers with complex client cases
• Preparing client review documentation
• Completing financial analysis and cash flow modelling
• Maintaining accurate client files and records
• Liaising with providers, clients and third parties
• Supporting the advice process from initial recommendation through to implementation
• Assisting with wider retirement, investment, tax and estate planning

Skills

Paraplanning experience

IFA environment

Strong communication

Attention to detail

Team player

Education

Level 4 Diploma in Financial Planning

Working towards it

Job description

Paraplanner - Liverpool - Hybrid Working

Responsibilities will include:

• Preparing suitability reports and recommendations
• Researching pensions, investments and financial planning solutions
• Supporting advisers with complex client cases
• Preparing client review documentation
• Completing financial analysis and cash flow modelling
• Maintaining accurate client files and records
• Liaising with providers, clients and third parties
• Supporting the advice process from initial recommendation through to implementation
• Assisting with wider retirement, investment, tax and estate planning

About You

• Previous Paraplanning experience within an IFA environment
• Level 4 Diploma in Financial Planning or working towards it
• Strong technical knowledge across pensions and investments
• Confident report writer with excellent attention to detail
• Good understanding of FCA requirements and compliance
• Strong communication and organisational skills
• Someone who enjoys working as part of a close-knit team