About this role
Paraplanner Location: Liverpool
About the Role An established Wealth Management business in Liverpool is looking to recruit a Paraplanner to join its growing team.
This is an excellent opportunity for an experienced Paraplanner to work closely with Financial Advisers, providing technical support and helping deliver high-quality financial planning solutions to clients.
Key Responsibilities Provide technical paraplanning support to Financial Advisers.Prepare suitability reports and detailed financial planning recommendations.Conduct research and analysis across pensions, investments, retirement planning and protection.Prepare cash flow models and financial planning illustrations.Analyse client circumstances and develop suitable financial planning strategies.Complete product and provider research to support adviser recommendations.Prepare client review documentation and support ongoing financial planning.Liaise with providers to obtain information and progress cases.Ensure all work meets regulatory and compliance requirements.Maintain accurate client records and manage cases through to completion.Work closely with advisers and the wider support team to deliver an excellent client experience. About You Previous experience working as a Paraplanner within an IFA or Wealth Management business.Level 4 Diploma in Regulated Financial Planning or working towards it.Strong technical knowledge of pensions, investments and financial planning.Experience preparing suitability reports and conducting product research.Excellent analytical skills and attention to detail.Strong communication and organisational skills.A proactive approach and the ability to manage competing priorities. Interested? If you're a Paraplanner looking for your next opportunity in Liverpool, I'd love to have a confidential chat.