Paraplanner jobs in Merseyside

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.

Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package ~

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The company ~ A regional IFA practices, with two offices in the Merseyside/Cheshire regions.

Location Liverpool Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89286 Recruiter Managing This Role Paraplanner Southport (Hybrid / Full-Time) Salary: Competitive, dependent on experience Location: Southport flexible hybrid working available The Opportunity A well-established, forward-thinking financial planning firm in Southport is seeking an experienced Paraplanner to join its...

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

Paraplanner Growing Independent Financial Planning Firm Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits The Opportunity A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to...

You will closely collaborate with advisers to prepare high-quality suitability reports across various financial areas in a respected firm that prioritizes teamwork and professional growth.

Job description IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on the Wirral. This is a hybrid role with office attendance just twice a month. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the last 18 months. Duties include; Preparing pre-approval...

A leading wealth management firm in Liverpool is seeking skilled Paraplanners to join their team. This role offers flexible working arrangements and a competitive salary of up to £45,000 per year, along with strong benefits. Responsibilities include preparing client reports, conducting financial research, and maintaining compliance standards. The ideal candidate will have paraplanning experience...

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

You should have experience and enjoy the process of preparing client meeting packs

You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.

Location Southport Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref87621 Paraplanner Office-Based, Southport A well-established and forward-thinking financial planning firm in Southport is looking for an experienced paraplanner to join their growing team. With a team of advisers, including many of whom have been developed in-house, the firm values collaboration, professional...

Paraplanner Southport Hybrid working Up to £50k+ 9 Day working fortnight This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys...

You will receive excellent salary (£40- £45k), hybrid working and benefits package The company A national IFA practice. Role 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

Title: Paraplanner – Flexible Working – Up to £45,000 Location: Liverpool City Centre Salary: Up to £45,000 per year + benefits Overview A selection of established wealth management firms in Liverpool City Centre are seeking skilled Paraplanners to join their teams. These roles offer flexible working arrangements , competitive remuneration, and strong benefits packages. Responsibilities Support...

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.

A national IFA practice in Liverpool is seeking an experienced paraplanner to join their growing team. The role includes client reviews, report preparation, and market research, working collaboratively with a dedicated team. Candidates should ideally possess a Dip Level 4 qualification or equivalent experience, especially in dealing with high-net-worth clients. The position offers a hybrid...

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Package

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The companyA regional IFA practices, with two offices in the Merseyside/Cheshire regions.

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Package

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The companyA regional IFA practices, with two offices in the Merseyside/Cheshire regions.

You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Package

You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The companyA regional IFA practices, with two offices in the Merseyside/Cheshire regions.