Paraplanner
Wirral, Merseyside | £40,000 - £45,000
A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.
This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.
The Role
You’ll provide technical support to Financial Advisers, including:
- Preparing suitability reports
- Conducting pension transfer research
- Supporting Advisers with recommendations and technical queries
- Ensuring reports and client files are accurate and compliant
- Supporting the development of efficient paraplanning processes
About You
- Previous Paraplanning experience within an IFA or wealth management firm
- Strong technical knowledge of pensions
- DipPFS qualified or close to completion
- Excellent written and analytical skills
- Strong attention to detail
What's on Offer?
- £40,000 - £45,000 depending on experience
- Excellent career progression
- Supportive team environment
- Free on-site parking
- Convenient location close to a Wirral train station
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Paraplanner employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team
