Junior Paraplanner

We’re working with a rapidly growing financial planning firm in Liverpool that\’s expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step. What’s on offer: * Salary up to £40,000 depending on experience and exam progress * Full-time, office-based role in a modern Liverpool workspace * Supportive and collaborative environment with structured development * Clear progression pathway into full paraplanning and beyond * Exposure to a diverse client base and broad casework About the role: As a Junior Paraplanner, you\’ll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow. Typical duties include: * Preparing research and technical information to support financial recommendations * Drafting suitability reports for review and compliance approval * Gathering and analysing client data, including fact-finds and existing policy information * Liaising with providers for valuations and product information * Maintaining accurate records and supporting advisers in client planning meetings * Assisting with ongoing reviews, cashflow modelling, and client servicing What we’re looking for: * Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent) * Experience in an IFA support, paraplanning assistant, or technical administration role * A solid understanding of financial planning basics: pensions, investments, ISAs, protection * Excellent attention to detail and strong organisational skills * A genuine desire to progress in a technical role with long-term career ambitions This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms