Paraplanner

ParaplannerLocation: Liverpool City Centre (Hybrid Working Available)Salary: 40,000 - 45,000 (dependent on experience)Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.The RoleWorking closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You''ll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.Key Responsibilities:Producing clear, accurate, and compliant suitability reportsConducting detailed research across pensions, investments, protection, and estate planningPreparing cashflow models and technical analysis to support client adviceLiaising closely with Advisers to ensure well-structured and client-focused recommendationsMaintaining high standards of compliance and documentationSupporting continuous improvements to paraplanning processes and systemsAbout YouLevel 4 Diploma in Financial Planning qualifiedAt least 5 years'' experience working as a ParaplannerStrong technical understanding of pensions and investmentsComfortable handling complex ..... full job details .....