Paraplanner

Dynamite Recruitment are supporting a well‑established independent financial planning firm based in Liverpool , providing holistic, client‑focused advice across retirement planning, investmentsкай, 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

• โปPreparing suitability reports and recommendations across pensions, investments, retirement planning, and protection
• présConducting technical research and product analysis
• Producing cashflow modelling and financial planning projections
• Assisting wi...