Paraplanner: Financial Planning & Client Insight in Liverpool

Paraplanner: Financial Planning & Client Insight in Liverpool

Liverpool Full-Time On-site
Bond Recruitment

Bond Recruitment is partnering with a leading IFA firm in Liverpool to recruit a Paraplanner. This role supports Advisers with research, cash flow analysis, and the preparation of suitability and reports to help meet client objectives.

You will handle technical data, maintain regulatory standards, and manage adviser workflow, ensuring timely and compliant client outcomes. A strong focus on client relationships and professional development is essential.

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Paraplanner: Financial Planning & Client Insight in Liverpool employer: Bond Recruitment

Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.

Bond Recruitment

Contact Details:

Bond Recruitment Recruitment Team