Paraplanner

Job Title: ParaplannerLocation: Liverpool (Hybrid Working Available)Salary: £40,000 to £47,000 DOEJob Type: Permanent Full-TimeThe OpportunityA well-established and expanding Independent Financial Adviser (IFA) firm is seeking an experienced Paraplanner to join its technical planning function. This is a key role within a business that delivers tailored financial advice and places strong emphasis on quality, technical accuracy and client outcomes.The firm specialises in pensions, investments and inheritance tax planning and is known for its high professional standards and commitment to FCA Consumer Duty principles.This position is based in Liverpool with hybrid working available for the right candidate.The role: You will work closely with Financial Advisers to support the delivery of high-quality financial planning advice. The role focuses on technical research, report writing and ensuring all recommendations are accurate, compliant and aligned with client objectives.Key responsibilities include:Producing detailed suitability reports and financial planning documentation tailored to client needsCarrying out technical research across pensions, investments and inheritance tax planning strategiesSupporting advisers in delivering compliant advice in line with FCA regulations and Consumer Duty expectationsTranslating client objectives into clear, well-structured recommendationsMaintaining accurate and complete client files to audit standardEnsuring all work meets internal ..... full job details .....