Paraplanner

Paraplanner Liverpool Liverpool (minimum 3 days per week in office) Competitive salary + benefits I m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team.

This is a fantastic opportunity to join a supportive, growing business where you ll play a key role in delivering high-quality technical support and client-focused solutions.

The Role:

• Provide technical support to Advisers, including research, analysis, and suitability reports

• Build cashflow models and assess client portfolios

• Ensure all advice is accurate, compliant, and aligned with client objectives

• Collaborate with colleagues across the business to deliver a seamless service

• Contribute to the development of team processes and efficiencies What they re looking for:

• Level 4 Diploma qualified in Financial Planning

• Proven Paraplanning experience within an IFA environment

• Solid understanding of financial planning products and compliance requirements

• Strong analytical, organisational, and communication skills

• A proactive approach, with confidence to challenge and support recommendations What s on offer:

• Competitive salary package (DOE)

• Hybrid working minimum 3 days per week in the Liverpool office

• Supportive culture with opportunities for professional development