Paraplanner

Bond Recruitment; England; On-site; GBP 35,000 - 50,000; Full time

Job summary

Bond Recruitment is partnering with a leading IFA firm in Liverpool to recruit a Paraplanner. This role supports Advisers with research, cash flow analysis, and the preparation of suitability and reports to help meet client objectives.

You will handle technical data, maintain regulatory standards, and manage adviser workflow, ensuring timely and compliant client outcomes. A strong focus on client relationships and professional development is essential.

Job description

Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team.

Key Responsibilities

• Supporting the Adviser(s) in research and analysis to meet client needs and objectives
• Supporting the Adviser(s) in preparing client suitability and cash flow reports
• Help maintain business flow
• Managing the research and analysis of financial products to meet client requirements
• Managing the presentation of technical data to the Adviser(s)
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
• Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team

The role holder is responsible for:

• The technical aspects of preparing for client meetings, including:
• Preparing and compiling financial analysis data
• Analysing client data and preparing cash flow analyses
• Researching products to support recommendations
• Compiling financial planning recommendations and suitability reports
• Ensuring that all regulatory and compliance standards are met
• Liaising with product providers and other relevant third parties
• Ensuring that all client requirements are followed through to the appropriate conclusion
• Managing, recording and monitoring client reviews on behalf of the Adviser(s)
• Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
• Act as main point of contact and deal effectively with queries from clients through effective communication
• Establish and build strong relationships with clients and attend client meetings with adviser if required
• Organise future planning meetings with client
• Identify improvements to systems and work processes in the business
• Complaints handling and reports
• Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo

Requirements

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.