Junior Paraplanner

Job Title: Junior Paraplanner
Location: Liverpool
Salary: £30,000 - £40,000
Working Environment: Hybrid

Join a dynamic, tech-focused boutique wealth management firm based in Liverpool, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has acquired several independent financial advisory (IFA) firms across the UK, including a number of Chartered practices. This growth allows them to deliver a comprehensive, ongoing wealth service to clients, supported by expert financial planning and investment solutions.

What they offer you:

• 25 days annual leave
• 1 well-being day
• Death in Service x4
• Competitive Pension Scheme
• Full support for industry exams and career development
• And much more!

Responsibilities:

• Assist in conducting research on financial products, investment strategies, and tax planning solutions under guidance from senior paraplanners.
• Support the drafting of suitability reports and recommendation letters.
• Help prepare client review packs and respond to technical queries.
• Collaborate closely with Financial Planners and administrators to ensure high-quality client service.
• Develop skills in cash flow modelling, investment analysis, and financial forecasting.
• Ensure all documentation and research comply with FCA guidelines and internal procedures.

Requirements:

• Experience in financial services, ideally in an administrative or support role within a financial planning or wealth management setting.
• A basic understanding of financial products, pensions, and investment strategies.
• Progress toward the Level 4 Diploma in Financial Planning.
• A keen eye for detail, strong organisational skills, and a proactive attitude.
• Interest in developing into a qualified paraplanner with long-term career ambitions in the industry.

If you're looking for a role that offers genuine career progression and structured learning in a collaborative, forward-thinking environment — apply now!