Paraplanner- Hybrid

ZipRecruiter; Liverpool; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is looking for a Diploma Qualified Paraplanner for a hybrid role in Liverpool. This exciting opportunity involves supporting Financial Planners in delivering high-quality client advice, conducting research, preparing reports, and ensuring compliance with industry standards. Join a collaborative team of professionals in a top 100 IFA firm that values flexibility and growth. Enjoy excellent benefits including generous holiday, private medical insurance, and a supportive work environment. If you're ready to take your career to the next level, this role is perfect for you.

Benefits

25 days holiday plus bank holidays

Birthday day off

Private Medical Insurance

10 x salary Death in Service

5% Pension contribution

Cycle to Work scheme

Modern offices

Collaborative team environment

Qualifications

• Minimum of three years’ experience in a financial advice practice.
• Strong understanding of financial planning products and compliance.

Responsibilities

• Researching and analysing financial strategies to support client recommendations.
• Preparing suitability reports and maintaining compliance standards.

Skills

Financial Planning Principles

Research and Analysis

Attention to Detail

Organizational Skills

Education

Diploma in Regulated Financial Planning

Job description

Job Description

Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?.....

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.

The Role

The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients' needs and objectives.

Key Responsibilities

• Researching and analysing financial strategies and products to support client recommendations

• Preparing suitability reports and supporting documentation

• Producing cashflow modelling and compiling financial data

• Liaising with product providers and ensuring smooth follow-up of client requirements

• Supporting Financial Planners with client presentations and annual review processes

• Maintaining a high standard of compliance in line with regulatory requirements

• Keeping up to date with legislative and industry changes

Requirements

• Diploma in Regulated Financial Planning (minimum)

• At least three years’ experience in a financial advice practice

• Minimum of one year paraplanning experience

• Strong understanding of financial planning principles, products, and compliance standards

• High attention to detail and excellent organisational skills

• Willingness to occasionally travel for client meetings

Benefits

• Salary up to £45,000 depending on experience

• 25 days holiday plus bank holidays

• Birthday day off

• Hybrid working (post-probation)

• Private Medical Insurance

• 10 x salary Death in Service

• 5% Pension contribution

• Cycle to Work scheme

• Modern offices and a collaborative team environment

If you’re an experienced Paraplanner looking to join a progressive, forward-thinking firm with strong values and excellent benefits, we’d love to hear from you.