A growing Independent Financial Adviser (IFA) practice on the Wirral is looking for an experienced Paraplanner to join its established team.
This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner with a strong technical background, particularly across pensions & investments.
The Role
You’ll provide technical support to Financial Advisers, including:
Preparing suitability reports
Conducting pension transfer research
Supporting Advisers with recommendations and technical queries
Ensuring reports and client files are accurate and compliant
Supporting the development of efficient paraplanning processes
About You
Previous Paraplanning experience within an IFA or wealth management firm
Strong technical knowledge of pensions
DipPFS qualified or close to completion
Excellent written and analytical skills
Strong attention to detail
What's on Offer?
£40,000 - £45,000 depending on experience
Excellent career progression
Supportive team environment
Free on-site parking
Convenient location close to a Wirral train station
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