Paraplanner

2 weeks ago

Southport, United Kingdom Finlink Ltd Full time

Paraplanner Southport Hybrid working Up to £45k 9 Day working fortnight This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You’ll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable. The BusinessThe firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You’ll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station. The RoleYou’ll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendati...

  • Paraplanner

    6 hours ago

    Southport, Sefton, United Kingdom MHW Full time

    Company DescriptionMHW is an Independent Financial Planning firm with a wealth of experience in providing holistic advice to individuals and businesses across the UK. Our aim is to help people live their best lives through goals based financial planning. We are in a period of exciting growth and need an experienced paraplanner to come in and play a key role...

  • Paraplanner

    2 weeks ago

    Southport PR PY, United Kingdom MHW Ltd Full time £25,000 - £40,000 per year

    Company DescriptionMHW is an Independent Financial Planning firm with a wealth of experience in providing holistic advice to individuals and businesses across the UK. Our aim is to help people live their best lives through goals based financial planning. We are in a period of exciting growth and need an experienced paraplanner to come in and play a key role...

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    Southport, Sefton, United Kingdom Recruit UK Full time £40,000 - £65,000 per year

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    Southport, United Kingdom KBA FS Ltd Full time

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    2 days ago

    Southport, United Kingdom KBA FS Ltd Full time

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