Paraplanner
Remote / Online - Candidates ideally in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-27
Liverpool, Merseyside, L1, England, UK
Listing for:
Ferguson Dean
Remote/Work from Home
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A national IFA practice are looking to recruit an experienced paraplanner to join their Liverpool office. With a current team of three advisers and four paraplanners, they are looking to grow the team by one due to expansion plans they have for 2026 and beyond. The role will be a combination of office and home based depending on business needs.
Package- You will receive excellent salary (£40- £45k), hybrid working and benefits package
- A national IFA practice.
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
- Ideally Dip Level 4 but will consider qualified by experience
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
- Contact via email below for confidential discussion and review of opportunity and process
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