Paraplanner, Liverpool

Last update 2024-06-16
Expires 2024-07-16
ID #2070142989
Paraplanner, Liverpool
United Kingdom, Merseyside, Liverpool,
Modified March 13, 2024


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

What will you be doing?
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
Carrying out any necessary technical research
Ensuring client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
Working with the Financial Planner to ensure the correct client outcome in achieved
Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
Managing own workload to meet personal targets
Communicating effectively with the Financial Planners to manage expected delivery dates
Responsible for managing process, tasks and complying with FCA guidelines
Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

To be successful in this role, you should have:
Demonstrable experience of paraplanning gained with a proven solid technical knowledge
A good knowledge of advice and understanding of clients’ needs and the desired client outcomes.
Proven track record of delivering written financial advice
Good organisation and prioritisation skills; able to work independently and within a team
Excellent communication skills both written and verbal
Good stakeholder management with positive influencing skills
Literacy, numerical and analytical skills are essential
Level 4 qualified

As a colleague here you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

For more information please contact Graeme Hyland on 07896 933622 or email

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Paraplanner

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