Paraplanner

Paraplanner

Southport

Hybrid working

Up to £45k

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 producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.

The Business

The firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station.

The Role

You'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.

You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.

The Benefits

• Salary up to £45k
• 9 Day fortnight
• Hybrid working
• 25 days annual leave + bank holidays & Christmas Shutdown.
• Death in Service
• Private medical scheme
• Employer pension contributions
• Funded study support toward Level 4 Diploma and further development opportunities

How to Apply

Click 'Apply Now' to submit your CV - it takes less than a minute.

Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.