Paraplanner – Liverpool (Jamaica Street) | Up to £55,000
 
Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice.
This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.

Key Responsibilities

Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning
Conduct technical research and analysis to support financial advisers in developing client recommendations
Analyse client information and produce accurate cashflow modelling where required
Ensure all work complies with FCA regulations and...