Paraplanner

7 days ago


Liverpool, United Kingdom Heat Recruitment Full time

LocationLiverpool Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89286 Recruiter Managing This Role Paraplanner Southport (Hybrid / Full-Time) Salary: Competitive, dependent on experience Location: Southport flexible hybrid working available The Opportunity A well-established, forward-thinking financial planning firm in Southport is seeking an experienced Paraplanner to join its growing team. This is a fantastic opportunity for someone looking to work within a supportive environment that values professional development, work-life balance, and progression. The successful candidate will work closely with advisers and administrators to deliver high-quality financial planning support to a diverse client base, covering pensions, investments, protection, and estate planning. Key Responsibilities Conduct research and prepare detailed financial planning reports across pensions, investments, and protection. Produce clear, compliant suitability reports and recommendations. Liaise with advisers and providers to ensure a smooth and efficient client experience. Maintain accurate client records and ensure all work adheres to compliance standards. Support advisers in preparing for client meetings and reviews. Contribute to process improvement and help shape best practices within the team. About You Youll be an organised and proactive individual with a genuine interest in helping clients achieve their financial goals. You should have: Previous experience in a paraplanning or technical financial planning role. Working knowledge of pensions, investments, and protection products. Strong report writing and analytical skills. Excellent attention to detail and communication skills. Level 4 Diploma in Regulated Financial Planning (or working towards it).


  • Paraplanner

    7 days ago


    Liverpool, United Kingdom mbf. Full time

    **Paraplanner - Salary negotiable to £45,000 - Liverpool** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their Paraplanner team supporting Advisors in Liverpool The role: - Our client is a highly reputable IFA Practice with multiple offices - Their current requirement is for an...

  • Paraplanner

    1 week ago


    Liverpool, United Kingdom Ferguson Dean Full time

    Paraplanner – Ferguson Dean A leading regional accountancy firm is recruiting a Paraplanner to join its financial planning team. The role will be a combination of office and home‑based work, depending on business needs. A current team of three advisers and four paraplanners is expected to grow by one to support expansion plans for 2026 and beyond. Role...

  • Paraplanner

    1 week ago


    Liverpool, Liverpool, United Kingdom Recruitment 22 Limited Full time £43,000 - £45,000 per year

    Senior Paraplanner - Liverpool/Hybrid - £43,000 to £45,000 A fantastic opportunity to join a forward thinking business who are on the up They've grown consistently over the past decade but have had a spike recently due to the implementation of new technology and the streamlining of process throughout the business. And they need another Senior Paraplanner...

  • Paraplanner

    1 day ago


    Liverpool, United Kingdom Ortus PSR Full time

    **Paraplanner** **Location: Liverpool** **Salary: £30,000 - £40,000** 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. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...

  • Trainee Paraplanner

    7 days ago


    Liverpool, United Kingdom Marshall Moore Full time

    **An exciting new opportunity has arisen for a Trainee Paraplanner to join a reputable financial institution in Liverpool city centre. This is the ideal role for either a bright graduate with ambition/drive, or an experienced financial services professionalwith knowledge around pensions.** **The company can offer a competitive salary alongside fantastic...

  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom Finlink Ltd Full time

    ParaplannerLiverpool City CentreHybrid working Up to £45k 9 Day working fortnightThis 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...

  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom mbf. Full time

    Paraplanner - Independent Financial Planning Firm Up to £50,000 + 9-Day Fortnight Hybrid (Liverpool) MBF are currently working with a well-established Independent Financial Planning firm that is currently experiencing an exciting period of growth. They are looking for an experienced Paraplanner to join their centralised support team, working closely with...

  • Paraplanner

    2 days ago


    Liverpool, Liverpool, United Kingdom Mitchell Charlesworth Full time

    Company DescriptionMitchell Charlesworth is an award-winning firm of Accountants, Business Advisors and Financial Advisers, with offices in Liverpool, Manchester, Chester, and Widnes. Our team of experienced financial experts has been providing solutions for over 130 years, helping business owners meet their financial objectives. We serve a varied portfolio...

  • Junior Paraplanner

    1 week ago


    Liverpool, Liverpool, United Kingdom RecruitUK Full time £30,000 - £40,000 per year

    Job Description Job Title: ParaplannerIndustry: Financial ServicesLocation: LiverpoolSalary: £30,000Reference Number: 14245Job Description:Recruit UK are working on an excellent opportunity for a Junior Paraplanner position in Liverpool to join a leading Financial Advice firm. They offer their high net worth clients a quality impartial advice service. They...

  • Paraplanner

    5 days ago


    Liverpool, United Kingdom RGH-Global Limited Full time

    Paraplanner Growing Independent Financial Planning Firm Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits The Opportunity A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side...