Paraplanner

Paraplanner

Liverpool

£35,000 - £40,000 DOE + Bonus

Hybrid Working (3 Days from Home)

NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Liverpool-based team.

This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.

The Role

As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.

Key responsibilities will include:

• Conducting research and analysis across pensions, investments and protection
• Preparing and writing detailed suitability reports and recommendation letters
• Undertaking investment portfolio and risk analysis
• Preparing illustrations, projections and client review documentation
• Ensuring client files meet FCA and internal compliance standards
• Supporting advisers with ongoing client servicing and planning strategies
• Working collaboratively with administration and adviser teams to deliver excellent client service

About You

• Previous experience within a Paraplanning role is essential
• Experience writing technical suitability reports
• Good technical understanding of pensions, investments and financial planning products
• Level 4 Diploma essential
• Strong attention to detail and analytical skills
• Able to work effectively both independently and as part of a team
• Professional, organised and client-focused approach

What's on Offer

• Salary up to £40,000 DOE
• Annual bonus opportunity
• Hybrid working - 3 days working from home
• 25 days holiday + bank holidays
• Birthday day off
• Funded exams and paid study leave
• Strong long-term development and progression opportunities
• Life assurance
• Flexible benefits package
• Employee wellbeing support and discounts platform

This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.

Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733