Remote & Flexible Junior Paraplanner (Study Support)

RecruitUK; Liverpool; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Basic salary c£30,000+ Negotiable

Flexible working with work from home opportunities

Study support towards Level 4 Diploma

Job summary

A leading financial advice firm in Liverpool seeks a Junior Paraplanner to support advisers by writing suitability reports and managing annual reviews. The role offers flexible working hours, study support towards a Level 4 Diploma, and the chance to work with experienced independent planners. Ideal for candidates with some paraplanning experience or part-qualified individuals looking to develop their careers in financial planning.

Qualifications

• Understanding of suitability report writing.
• Willingness to develop skills in financial planning.

Responsibilities

• Support the adviser by writing suitability reports.
• Handle annual reviews and conduct administrative duties.

Skills

Paraplanning experience around suitability report writing

Education

Part Level 4 Diploma or equivalent

Job description

A leading financial advice firm in Liverpool seeks a Junior Paraplanner to support advisers by writing suitability reports and managing annual reviews. The role offers flexible working hours, study support towards a Level 4 Diploma, and the chance to work with experienced independent planners. Ideal for candidates with some paraplanning experience or part-qualified individuals looking to develop their careers in financial planning.