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