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Job Title: Junior ParaplannerLocation: LiverpoolSalary: £30,000 - £40,000Working Environment: Hybrid
Join a dynamic, tech-focused boutique wealth management firm based in Liverpool, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has acquired several independent financial advisory (IFA) firms across the UK, including a number of Chartered practices. This growth allows them to deliver a comprehensive, ongoing wealth service to clients, supported by expert financial planning and investment solutions.
What they offer you:
- 25 days annual leave
- 1 well-being day
- Death in Service x4
- Competitive Pension Scheme
- Full support for industry exams and career development
- And much more!
Responsibilities:
- Assist in conducting research on financial products, investment strategies, and tax planning solutions under guidance from senior paraplanners.
- Support the drafting of suitability reports and recommendation letters.
- Help prepare client review packs and respond to technical queries.
- Collaborate closely with Financial Planners and administrators to ensure high-quality client service.
- Develop skills in cash flow modelling, investment analysis, and financial forecasting.
- Ensure all documentation and research comply with FCA guidelines and internal procedures.
Requirements:
- Experience in financial services, ideally in an administrative or support role within a financial planning or wealth management setting.
- A basic understanding of financial products, pensions, and investment strategies.
- Progress toward the Level 4 Diploma in Financial Planning.
- A keen eye for detail, strong organisational skills, and a proactive attitude.
- Interest in developing into a qualified paraplanner with long-term career ambitions in the industry.
If you're looking for a role that offers genuine career progression and structured learning in a collaborative, forward-thinking environment — apply now!
