Junior Paraplanner - Liverpool (Hybrid)

Are you a motivated and detail-oriented Junior Paraplanner based in Liverpool? A fantastic opportunity has arisen to join a growing financial planning firm in a hybrid role, offering flexibility to work from both the office and home.

We're looking for a dedicated Junior Paraplanner who is passionate about delivering exceptional client service and is keen to be directly involved in the planning process. You'll be an integral part of the team, working closely with lead advisers and clients from day one.

As a Junior Paraplanner, you'll be a key part of an agile client team. You'll gain exposure to high-level discussions and strategic decisions, with a clear path to developing into a Senior Paraplanner or Financial Planner. Your key responsibilities will include:

• Joining client meetings from Discovery to Plan Presentation.

• Building visually clear and compelling cashflow models.

• Drafting planning recommendations and collaborating on client-facing suitability reports.

• Conducting technical analysis and research across pensions, investments, protection, and tax wrappers.

• Liaising with the wider team to drive planning cases forward.

• Maintaining a clean audit trail and ensuring all documentation is accurate.

The ideal candidate for this Junior Paraplanner role will have:

• At least 1 year of paraplanning experience in a regulated firm.

• A Level 4 qualification is desirable, and a commitment to working toward Chartered or CFP status is essential.

• The ability to translate complex financial information into plain English.

• A keen eye for detail and a pride in "getting it right."

• Excellent communication skills and a comfort with being client-facing.

• A proactive, autonomous, and professional approach to your work.

• Salary: £35,000 per annum

• Working Hours: 9:30 am - 5:00 pm.

• Holidays: 25 days annual leave plus bank holidays.

• Pension: Pension with Royal London.

• Career Development: Ongoing CPD and mentorship toward Chartered or advisory roles.

• Location: Hybrid working with a base in Liverpool.

If you are an ambitious Junior Paraplanner ready for a meaningful career in the Liverpool area, apply today!

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