Junior Paraplanner - Liverpool

Junior Paraplanner - Liverpool (Office-Based)
Salary: Up to £40,000 (DOE & exam progress)
Job Type: Full-time, Permanent
Location: Liverpool (Onsite)

We’re working with a rapidly growing financial planning firm in Liverpool that is 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 an excellent next step.

• 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

As a Junior Paraplanner, you will play a key role in supporting the advisory and paraplanning team. You’ll assist with technical tasks, research, and report writing—gaining increasing responsibility as your qualifications and experience grow. This is a hands-on role designed to provide deep exposure to the full financial planning process.

Key Responsibilities:

• Prepare technical research and analysis to support financial recommendations

• Draft suitability reports for compliance review and client presentation

• Gather and analyse client information including fact-finds and policy details

• Liaise with providers to obtain valuations and technical product data

• Maintain accurate records and support advisers with meeting preparation

• Assist in producing cashflow models and managing ongoing client servicing

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

• Experience in a technical support role within an IFA, financial planning or wealth management environment

• Good foundational understanding of financial planning concepts: pensions, investments, ISAs, protection

• Excellent attention to detail, strong organisational skills, and a proactive attitude

• A genuine desire to grow within a technical paraplanning career path

This is a rare opportunity to join a forward-thinking and ambitious team at an exciting stage of growth. You’ll be part of a supportive culture that values learning, collaboration, and long-term development—within a firm that invests in its people as much as its clients.