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Paraplanner
? Ewloe Office (Liverpool-based candidates also considered)
? £37,000 – £47,000 (depending on qualifications)
? Full-time | Primarily Office-Based
Are you a detail-oriented Paraplanner looking to take the next step in your career with a highly respected financial planning firm?
We’re currently seeking a Diploma-qualified or Chartered Paraplanner to join our team in Ewloe. If you’re closer to Liverpool, we’d still love to hear from you.
This is a fantastic opportunity to work in a supportive, professional environment where your development is valued and your contributions are recognised.
What We’re Looking For
✔ Diploma in Financial Planning (Chartered preferred)
✔ Strong understanding of financial planning products and suitability reports
✔ Exceptional attention to detail and organisational skills
✔ Confident communicator and collaborative team player
✔ Willingness to work primarily from our office, with potential for limited hybrid working after probation
What’s on Offer
Competitive salary: £37,000 for Diploma qualified | £47,000 for Chartered
23 days annual leave + 3 days at Christmas
Holiday trading scheme (buy/sell/carry over up to 5 days)
Royal London Group Personal Pension
Bupa private medical insurance & cashback plan
Exam and revision support funding
Free financial health checks
Company sick-pay policy
Cashback pre-paid debit card
Free parking (Ewloe office only)
Friendly, social office culture with regular team and charity events
If you're a talented Paraplanner who wants to be part of a growing firm that truly values its people, apply now or get in touch for more info