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We’re working with a rapidly growing financial planning firm in Liverpool that's expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.

What’s on offer:

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Salary up to £40,000 depending on experience and exam progress

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Full-time, office-based role in a modern Liverpool workspace

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Supportive and collaborative environment with structured development

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Clear progression pathway into full paraplanning and beyond

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Exposure to a diverse client base and broad casework

About the role:
As a Junior Paraplanner, you'll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.

Typical duties include:

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Preparing research and technical information to support financial recommendations

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Drafting suitability reports for review and compliance approval

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Gathering and analysing client data, including fact-finds and existing policy information

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Liaising with providers for valuations and product information

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Maintaining accurate records and supporting advisers in client planning meetings

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Assisting with ongoing reviews, cashflow modelling, and client servicing

What we’re looking for:

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Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)

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Experience in an IFA support, paraplanning assistant, or technical administration role

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A solid understanding of financial planning basics: pensions, investments, ISAs, protection

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Excellent attention to detail and strong organisational skills

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A genuine desire to progress in a technical role with long-term career ambitions

This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms