Paraplanner

Heat Recruitment; Sefton; On-site; GBP 40,000 - 50,000; Full time

Job summary

A wealth management firm in Southport is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The ideal candidate will have a Level 4 Diploma qualification, proven paraplanning experience, and excellent analytical skills. This position offers a salary range of £40,000 – £50,000 and options for office-based or hybrid work. The company values growth and provides opportunities for professional development.

Benefits

Pension contribution

Private Medical Insurance (PMI)

Disability Insurance (DIS)

Supportive team culture

Opportunities for advancement

Qualifications

• Proven paraplanning experience within an advisory or wealth management environment.
• Excellent understanding of investment, tax planning, and regulatory frameworks.

Responsibilities

• Support advisers in delivering exceptional financial planning services.
• Prepare research and craft detailed recommendation reports.
• Ensure client solutions are compliant and aligned with long-term objectives.

Skills

Strong analytical skills

Excellent written communication

Organisational skills

Understanding of financial products

Education

Level 4 Diploma (CISI/CII/LIBF)

Tools

Financial planning software

CRM systems (IO)

Job description

Paraplanner
Southport
£40,000 – £50,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.

As a Paraplanner based in their Southport office, you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.

Benefits:

• £40,000 – £50,000
• Hours: 9 to 5pm
• Office based or hybrid for right person
• Pension contribution
• PMI
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to advance towards Chartered status or senior paraplanner roles.

To be considered for this paraplanner position:

• Level 4 Diploma qualifiedor working towards – CISI/ CII/ LIBF
• Proven paraplanning experience within an advisory or wealth management environment.
• Excellent understanding of financial products – investment, tax planning, and regulatory frameworks.
• Strong analytical, organisational, and written communication skills.
• Proficient in using financial planning software and CRM systems (IO)

Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support