Liverpool
£40,000 - £45,000
Dynamite Recruitment are supporting a well-established independent financial planning firm based in Liverpool, providing holistic, client-focused advice across retirement planning, investments, pensions, and protection. Whose approach is built on long-term relationships, high technical standards, and delivering clear, tailored advice to our clients.
Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business.
This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment.
Key Responsibilities
£40,000 - £45,000
For more details please apply or contact Tegan at Dynamite Recruitment
Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business.
This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment.
Key Responsibilities
- Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection
- Conducting technical research and product analysis
- Producing cashflow modelling and financial planning projections
- Assisting with client reviews and ongoing servicing
- Ensuring all advice documentation meets regulatory and compliance standards
- Liaising with providers, platforms, and internal administration teams
- Keeping up to date with regulatory, legislative, and product changes
- Previous experience in a paraplanner or technical support role within financial planning
- Strong knowledge of UK financial planning, pensions, investments, and protection
- Excellent written and verbal communication skills
- High attention to detail and strong organisational skills
- Ability to work independently and as part of a team
£40,000 - £45,000
For more details please apply or contact Tegan at Dynamite Recruitment