Paraplanner

Paraplanner Liverpool or Southport Hybrid Working Up to £50,000 + Structured Bonus + Excellent Benefits You might already be in a Paraplanning role you''re perfectly happy with. But would a salary of up to £50,000, a clear and competitive bonus scheme, hybrid working and a paid day off every other week make you consider what else is out there? I''m working with a growing Financial Planning business looking to add an experienced Paraplanner to its team in Liverpool or Southport. It''s a strong opportunity for someone who enjoys Paraplanning, takes pride in producing high-quality work and wants to join a business offering an excellent package alongside genuine opportunities for longer-term development. The Opportunity You''ll work closely with Financial Advisers, supporting the delivery of high-quality advice across pensions, investments, protection and wider financial planning. Your responsibilities will include: • Preparing suitability reports and recommendation letters • Undertaking research to support appropriate client recommendations • Working closely with Advisers to understand individual client circumstances and objectives • Supporting cases across a range of products, wrappers and planning areas • Ensuring advice documentation meets regulatory and internal standards • Maintaining accurate client records and helping cases progress efficiently • Contributing to positive client outcomes in line with Consumer Duty As you develop within the business, there will also be ..... full job details .....