At a Glance
- Tasks: Prepare detailed reports and conduct in-depth research to support financial advisers.
- Company: Established financial planning firm with a strong reputation in Liverpool.
- Benefits: Salary up to £55,000, hybrid working, and a supportive team environment.
- Other info: Long-term career opportunity with excellent growth potential.
- Why this job: Join a collaborative team where your technical expertise is valued and recognised.
- Qualifications: Experience as a Paraplanner and strong knowledge of financial products required.
The predicted salary is between 55000 - 55000 £ per year.
We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.
Key Responsibilities
- Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning.
- Conduct technical research and analysis to support financial advisers in developing client recommendations.
- Analyse client information and produce accurate cashflow modelling where required.
- Ensure all work complies with FCA regulations and internal compliance standards.
- Liaise with advisers, administrators, and product providers to ensure efficient case progression.
- Maintain up-to-date knowledge of financial products, legislation, and industry developments.
Requirements
- Proven experience working as a Paraplanner within a financial planning or wealth management firm.
- Strong technical knowledge across pensions, investments, and protection products.
- Experience writing high-quality suitability reports.
- Working towards or holding Level 4 Diploma in Financial Planning (or equivalent).
- Excellent analytical, organisational, and communication skills.
- High attention to detail and ability to manage multiple cases effectively.
What’s on Offer
- Salary up to £55,000 (depending on experience).
- Hybrid working arrangement.
- Supportive and collaborative team environment.
- Established client base and strong business reputation.
- Long-term career opportunity for a dedicated paraplanner.
Next Steps
If you’re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we’d love to hear from you. Apply now or get in touch to arrange a confidential discussion.
Paraplanner - Financial Planning Firm. Job in Liverpool LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established financial planning firm in Liverpool, where your technical expertise as a Paraplanner is genuinely valued. Enjoy a supportive and collaborative team environment, with opportunities for long-term career growth and a hybrid working arrangement that promotes work-life balance. With a strong business reputation and an established client base, this role offers a meaningful and rewarding career path for dedicated professionals.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Financial Planning Firm. Job in Liverpool LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one in Liverpool. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves detailed research and report writing, be ready to discuss your experience with pensions, investments, and protection products. Show them you’re the expert they need!
✨Tip Number 3
Don’t forget to showcase your analytical skills! Bring examples of how you've successfully managed multiple cases or produced high-quality suitability reports. This will help you stand out as a candidate who can handle the demands of the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining a supportive team where your technical expertise will be valued.
We think you need these skills to ace Paraplanner - Financial Planning Firm. Job in Liverpool LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge in pensions, investments, and protection products to show us you're the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about being a Paraplanner. Share specific examples of your experience with report writing and research that align with what we’re looking for.
Showcase Your Attention to Detail:In your application, demonstrate your high attention to detail. This could be through the accuracy of your documents or by mentioning how you ensure compliance with FCA regulations in your previous roles.
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 from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Master the Suitability Report
Since writing high-quality suitability reports is a key part of the job, practice drafting a few before your interview. This will not only help you articulate your skills but also demonstrate your attention to detail.
✨Stay Updated
Keep yourself informed about the latest financial products, legislation, and industry developments. Mentioning recent changes or trends during your interview can really impress the interviewers and show your commitment to the field.
✨Showcase Your Team Spirit
This role is all about collaboration, so be ready to talk about how you've worked effectively with advisers and administrators in the past. Highlighting your ability to support others will resonate well with the firm's values.
