My client is looking for an experienced Paraplanner or a motivated Trainee Paraplanner to join their team. This is a fantastic opportunity for a dedicated individual to become a key member of a supportive financial planning firm. They are ideally seeking someone to be situated in their Ewloe office, but they can also consider Liverpool-based candidates for their office there.

My client's team is looking for a professional who can play a crucial role in supporting their financial advisers. If you are a Diploma-qualified professional or a driven trainee who has made significant progress on your exams and has some IFA experience, my client encourages you to apply.

As a Paraplanner, you will be an integral part of the financial planning process, providing crucial support to the firm's advisers. Your core responsibilities will involve:

• Preparing client files and valuations.
• Conducting technical research on products, funds, and providers.
• Drafting suitability reports and client letters.
• Processing new business applications and managing follow-ups.
• Ensuring all client files and records are maintained accurately and compliantly.
• Providing analytical support to ensure high-quality, compliant advice is delivered.

My client is open to both experienced and trainee candidates for this Paraplanner role:

• Experienced Paraplanner: You must be Diploma-qualified. The salary for this role is £37,000, rising to £47,000 for individuals who are Chartered.
• Trainee Paraplanner: You should have worked through most of the Diploma exams and have some previous IFA experience.

My client provides an excellent benefits package to their team, including:

• Pension: Royal London auto-enrolment pension.
• Insurance: 4 x salary death in service and Bupa PMI.
• Holiday: 23 days holiday plus 3 days at Christmas, in addition to bank holidays. You also have the option to buy, sell, or carry over up to 5 days of holiday.
• Professional Development: Exam and revision funding and time off to support your career progression.
• Additional Benefits: A Bupa medical expenses cash-back plan, fee-free financial health-checks and discounted ongoing advice, a pre-paid cash-back debit card, and free parking in Ewloe.

If you are a motivated Paraplanner or Trainee Paraplanner in the Ewloe or Liverpool area, apply today!