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- Tasks: Support Advisers in financial analysis and client communication.
- Company: Leading IFA firm in Liverpool with a dynamic team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong analytical skills and a passion for finance.
- Other info: Opportunity to build relationships and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Liverpool, United Kingdom | Posted on 02/02/2026
Bond Recruitment is proud to be working with a leading IFA firm in Liverpool; they are currently recruiting for a Paraplanner to join their busy team. The role of the Paraplanner is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow.
Key Responsibilities- Supporting the Adviser(s) in research and analysis to meet client needs and objectives
- Supporting the Adviser(s) in preparing client suitability and cash flow reports
- Help maintain business flow
- Managing the research and analysis of financial products to meet client requirements
- Managing the presentation of technical data to the Adviser(s)
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
- Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team
The role holder is responsible for:
- The technical aspects of preparing for client meetings, including:
- Preparing and compiling financial analysis data
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring client reviews on behalf of the Adviser(s)
- Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
- Act as main point of contact and deal effectively with queries from clients through effective communication
- Establish and build strong relationships with clients and attend client meetings with adviser if required
- Organise future planning meetings with client
- Identify improvements to systems and work processes in the business
- Complaints handling and reports
- Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
Please apply today and one of our consultants will be in touch to go through the details.
Paraplanner in Liverpool employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions and scenarios that might come up, so you can showcase your skills confidently.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. When you find a role that excites you, apply through our website to ensure your application gets the attention it deserves!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial analysis and client management, as this will show us that you understand what we're looking for.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past work where you've successfully supported advisers or managed workflows. This helps us see how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and why you want to join us at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Products
Make sure you brush up on the financial products relevant to the role. Understanding the ins and outs of these products will not only help you answer questions confidently but also show that you're proactive and knowledgeable.
✨Prepare for Technical Questions
Expect to be asked about technical aspects like cash flow analysis and suitability reports. Practise explaining these concepts clearly, as this will demonstrate your expertise and ability to communicate complex information effectively.
✨Showcase Your Research Skills
Be ready to discuss how you approach research and analysis. Share examples of how you've successfully supported advisers in the past, highlighting your ability to manage workflow and meet client needs efficiently.
✨Build Rapport with Interviewers
Remember, interviews are a two-way street! Engage with your interviewers by asking insightful questions about their team and processes. This shows your interest in the role and helps establish a connection, making you a memorable candidate.
