Paraplanner

Capio Recruitment; Liverpool; On-site; GBP 26,000 - 38,000; Full time

Job summary

Capio Recruitment is seeking an experienced Diploma Qualified Paraplanner to join a Liverpool-based independent financial planning firm. You will provide technical paraplanning support, assist with suitability reports, and research across a range of financial planning cases.

You will work closely with advisers and the wider support team to ensure accurate, compliant deliverables and long-term progression opportunities within a collaborative environment.

Qualifications

• Diploma qualified through the CII.
• Experience as paraplanner in an IFA or financial planning environment.
• Strong technical and report writing skills.
• Ability to manage workloads effectively and meet deadlines.
• Excellent communication and organisational abilities.

Responsibilities

• Prepare suitability reports and technical documentation for client cases.
• Conduct research and analysis across financial planning solutions.
• Collaborate with paraplanners, advisers and administrators.
• Maintain high accuracy and compliance standards.

Skills

Technical report writing

Communication

Organisational skills

Workload management

Research and analysis

Education

CII Diploma

Job description

An independent financial planning firm is looking to appoint an experienced Diploma Qualified Paraplanner to join its team in Liverpool.

The business provides holistic financial planning advice and offers a collaborative working environment with long-term progression opportunities.

Role Summary

This is an opportunity for an experienced paraplanner to join a growing team, supporting advisers across a broad range of financial planning cases.

The successful candidate will provide technical paraplanning support, assist with suitability reports and research, and work closely with advisers and the wider support team.

Key Responsibilities

• Prepare suitability reports and technical documentation: Support a range of client cases
• Conduct research and analysis across financial planning solutions: Opportunity to work on varied technical work
• Work collaboratively with paraplanners, advisers, and administrators: Join a supportive team environment
• Maintain high standards of accuracy and compliance: Deliver quality client outcomes

Requirements

• Diploma qualified through the CII
• Previous paraplanning experience within an IFA or financial planning environment
• Strong technical and report writing skills
• Ability to manage workloads effectively
• Strong communication and organisational skills