Paraplanner (Pensions Management)

4 weeks ago


Liverpool, United Kingdom IDEX CONSULTING LTD Full time

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
• Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
• Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
• Working with the Financial Planner to ensure the correct client outcome in achieved
• Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Communicating effectively with the Financial Planners to manage expected delivery dates
• Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
• Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

Proven track record of delivering written financial advice
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave


  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Heat Recruitment Full time

    An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a...

  • Paraplanner

    7 days ago


    Liverpool, United Kingdom Ortus PSR Full time

    Are you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levelsin their career. You will be joining a Chartered Financial Planning practice that prides themselves on...

  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom Ortus PSR Full time

    Are you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levelsin their career. You will be joining a Chartered Financial Planning practice that prides themselves on...

  • Paraplanner

    4 days ago


    Liverpool, United Kingdom Ortus PSR Full time

    The opportunity for an experienced Paraplanner to join a fantastic independent financial advisory company whose services provides bespoke financial lifestyle planning designed to help their clients enjoy life to the full! The Paraplanners role is to provide support which involves research, report writing, providing quotations and preparing the suitability...

  • Paraplanner

    5 days ago


    Liverpool, United Kingdom mbf. Full time

    **Paraplanner - Top National Financial Planners - Liverpool & Flexible Working** **up to £45,000 + Bonus + Benefits** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Liverpool office but can be either office based or hybrid (mix of office and home...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...

  • Paraplanner

    1 week ago


    Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...

  • Paraplanner

    1 week ago


    Liverpool, United Kingdom Recruit UK Full time

    **Job Title**: Paraplanner **Industry**: Financial Planning **Location**: Liverpool **Salary**: £42,000 **Job reference**: 7416 **Job Description: Paraplanner** Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading a prestigious wealth advice and investment management business. They are winners...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Independent Resourcing Consultancy Full time

    IRC is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team. The role of the Paraplanner is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their...


  • Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...


  • Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...


  • Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...


  • Liverpool, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...

  • Home Based Paraplanner

    2 months ago


    Liverpool, United Kingdom mbf. Full time

    **Home based Paraplanner - Salary negotiable to £45,000 - Anywhere in the UK, National Wealth Management Organisation** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Paraplanner team. This role will be 100% home based, supporting many of their...

  • Paraplanner

    1 week ago


    Liverpool, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking for an experienced and Paraplanner in Liverpool. What will you be doing? - Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners - Ensuring that the preparation of advice for clients is of the highest quality and delivered in...


  • Liverpool, United Kingdom IDEX Consulting Ltd Full time

    Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of...


  • Liverpool, United Kingdom IDEX Consulting Ltd Full time

    Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of...