Senior Paraplanning Professional

3 weeks ago


Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

At Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.

About the Role

We are seeking a highly skilled and motivated Paraplanner to work closely with our financial planners and other teams to provide high-quality support and advice to our clients. The ideal candidate will have a strong understanding of financial planning principles and excellent communication skills.

Key Responsibilities
  1. Provide high-quality paraplanning support to financial planners, including data analysis, report writing, and client communication.
  2. Develop and maintain strong relationships with clients, building trust and delivering exceptional service.
  3. Work collaboratively with other teams to ensure seamless delivery of financial planning services.
  4. Stay up-to-date with industry developments and best practices, applying this knowledge to improve our services.
What We Offer

We offer a competitive salary package, including a base salary of up to £42,000, plus benefits and opportunities for professional development. You will also have the chance to work in a dynamic and supportive team environment, with a focus on employee well-being and career progression.

Our team is committed to helping you achieve your career goals, with a range of training and development opportunities available. You will also have the chance to work on a variety of projects, developing your skills and expertise in a fast-paced and challenging environment.

If you are a motivated and enthusiastic individual with a passion for financial planning, we would love to hear from you. Please submit your application, including your CV and a cover letter, to our HR team.



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