Paraplanner: Financial Planning & Client Insight
Job Description & Overview
Bond Recruitment is partnering with a leading IFA firm in Liverpool to recruit a Paraplanner. This role supports Advisers with research, cash flow analysis, and the preparation of suitability and reports to help meet client objectives.
You will handle technical data, maintain regulatory standards, and manage adviser workflow, ensuring timely and compliant client outcomes. A strong focus on client relationships and professional development is essential.
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Key Details
- Date Posted: 19 Oct 2026
- Location: liverpool
- Employment Type: Permanent
- Category: Finance, Legal
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Bond Recruitment
Verified Transport EmployerVerified transport and logistics firm operating commercial fleets across the UK network.
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