Paraplanner - #1718710

My client is currently looking for an experienced Paraplanner to join their team in central Liverpool.

The successful candidate will provide essential technical support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients.

You will handle much of the behind-the-scenes work, allowing advisers to focus on client relationships and strategic advice.

You will conduct in-depth research on financial products, tax implications, investment strategies, and other relevant factors to support the financial adviser's recommendations. You will prepare detailed financial plans, including cash flow analysis, retirement projections, investment strategies, and protection solutions, ensuring all advice is tailored to the client's specific needs and objectives.

Paraplanners help simplify complex financial concepts for advisers, ensuring clear communication and understanding between the client and the adviser.

• Experience in assisting financial advisers with preparing cash flow models and drafting personalised financial plans based on client needs.


• Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations.


• Client interaction experience.


• Knowledge of regulatory requirements.


• Extensive use of financial planning software.


• Level 4 or equivalent qualification, working towards Level 6.


• Good technical knowledge and a deep understanding of financial products and compliance regulations are essential for success in this role.

For more information, please contact Graeme Hyland at 07896 933622 or email *************@Idexconsulting.com.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.