Paraplanner

Paraplanner – Liverpool (Jamaica Street) | Up to £55,000
 
Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice.
This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued.

Key Responsibilities

• Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning
• Conduct technical research and analysis to support financial advisers in developing client recommendations
• Analyse client information and produce accurate cashflow modelling where required
• Ensure all work complies with FCA regulations and internal compliance standards
• Liaise with advisers, administrators, and product providers to ensure efficient case progression
• Maintain up-to-date knowledge of financial products, legislation, and industry developments

Requirements

• Proven experience working as a Paraplanner within a financial planning or wealth management firm
• Strong technical knowledge across pensions, investments, and protection products
• Experience writing high-quality suitability reports
• Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
• Excellent analytical, organisational, and communication skills
• High attention to detail and ability to manage multiple cases effectively

What’s on Offer

• Salary up to £55,000 (depending on experience)
• Hybrid working arrangement
• Supportive and collaborative team environment
• Established client base and strong business reputation
• Long-term career opportunity for a dedicated paraplanner

Next Steps If you’re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we’d love to hear from you.

Apply now or get in touch to arrange a confidential discussion.

View Full Details