Sector | Financial Services
Vacancy Type | Office Based
Job Type | Permanent
Location | Wirral
Senior Paraplanner
Ref: CS839
Salary: £55k + negotiable
What’s in it for you!
• Salary from £55k negotiable
• Wirral based, happy to consider hybrid/home working or office based.
• Monday – Friday 9am – 5pm
• A permanent position, benefits negotiable including 25 days annual leave plus bank holidays, income protection, and death in service plus free parking available on site.
• Great career opportunities for future progression within the business
Why we’d work there!
• Trusted client who is a people-focused employer
• Excellent staff retention
• Lovely offices and a friendly working environment
What you’ll do
You’ll play a central role in shaping high-quality, compliant advice through robust research, complex case analysis, and detailed suitability reporting. You will be trusted to provide technical leadership, particularly in specialist areas such as trusts, investment funds, and complex financial planning strategies.
Experience you need
• Proven experience in paraplanning at a senior or complex case level
• Diploma in Financial Planning or similar
• Excellent communication both verbal and written
• Highly organised, analytical and able to handle own workload
How you apply!
Email your CV to admin@jfrecruit.co.uk
Not for me, for a friend!
If you refer a friend, once they complete their first 8 weeks of work, contact us for a £100 voucher of your choice