Junior Paraplanner

We’re working with a rapidly growing financial planning firm in Liverpool that's expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.

What’s on offer:

• Salary up to £40,000 depending on experience and exam progress

• Full-time, office-based role in a modern Liverpool workspace

• Supportive and collaborative environment with structured development

• Clear progression pathway into full paraplanning and beyond

• Exposure to a diverse client base and broad casework

About the role:
As a Junior Paraplanner, you'll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.

Typical duties include:

• Preparing research and technical information to support financial recommendations

• Drafting suitability reports for review and compliance approval

• Gathering and analysing client data, including fact-finds and existing policy information

• Liaising with providers for valuations and product information

• Maintaining accurate records and supporting advisers in client planning meetings

• Assisting with ongoing reviews, cashflow modelling, and client servicing

What we’re looking for:

• Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)

• Experience in an IFA support, paraplanning assistant, or technical administration role

• A solid understanding of financial planning basics: pensions, investments, ISAs, protection

• Excellent attention to detail and strong organisational skills

• A genuine desire to progress in a technical role with long-term career ambitions

This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms.