Paraplanner

ParaplannerLiverpool£35,000 - £40,000 DOE + Bonus Hybrid Working (3 Days from Home)NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Liverpool-based team.This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.The RoleAs a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.Key responsibilities will include:Conducting research and analysis across pensions, investments and protectionPreparing and writing detailed suitability reports and recommendation lettersUndertaking investment portfolio and risk analysisPreparing illustrations, projections and client review documentationEnsuring client files meet FCA and internal compliance standardsSupporting advisers with ongoing client servicing and planning strategiesWorking collaboratively with administration and adviser teams to deliver excellent client serviceAbout YouPrevious experience within a Paraplanning role is essentialExperience writing technical suitability reportsGood technical understanding of pensions, ..... full job details .....