Paraplanner - #2073047
Capio Recruitment
Job Title: Paraplanner
Location: Liverpool
Salary: DOE
About the Company
An independent financial planning firm is looking to appoint an experienced Diploma Qualified Paraplanner to join its team in Liverpool.
The business provides holistic financial planning advice and offers a collaborative working environment with long-term progression opportunities.
Role Summary
This is an opportunity for an experienced paraplanner to join a growing team, supporting advisers across a broad range of financial planning cases.
The successful candidate will provide technical paraplanning support, assist with suitability reports and research, and work closely with advisers and the wider support team.
Key Responsibilities
• Prepare suitability reports and technical documentation: Support a range of client cases
• Conduct research and analysis across financial planning solutions: Opportunity to work on varied technical work
• Work collaboratively with paraplanners, advisers, and administrators: Join a supportive team environment
• Maintain high standards of accuracy and compliance: Deliver quality client outcomes
Requirements
• Diploma qualified through the CII
• Previous paraplanning experience within an IFA or financial planning environment
• Strong technical and report writing skills
• Ability to manage workloads effectively
• Strong communication and organisational skills
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