Paraplanner: Financial Planning & Client Insight
Bond Recruitment
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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 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.
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