Paraplanner

Paraplanner

Liverpool

£35,000 - £40,000 DOE + Bonus

Hybrid Working (3 Days from Home)

NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Liverpool-based team.

This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.

The Role

As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.

Key responsibilities will include:

• Conducting research and analysis across pensions, investments and protection
• Preparing and writing detailed suitability reports and recommendation letters
• Undertaking investment portfolio and risk analysis
• Preparing illustrations, projections and client review documentation
• Ensuring client files meet FCA and internal compliance standards
• Supporting advisers with ongoing client servicing and planning strat...