Paraplanner – up to £45,000 plus bonus and benefits
Hybrid – Liverpool
An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and growing Wealth Management firm in Liverpool. This role offers career progression, hybrid flexibility, and a comprehensive benefits package. With over £2B AUM and a strong reputation for delivering tailored financial planning solutions, the firm is committed to providing high-quality client service and innovative investment strategies.
The Role
As a Paraplanner, you will play a key role in supporting Financial Advisers by conducting in-depth research, preparing technical financial plans, and drafting detailed suitability reports. This position is ideal for someone with strong analytical skills, a keen eye for detail, and a passion for delivering high-quality financial planning support.
Key Responsibilities
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Conduct research on pensions, investments, insurance, and tax planning strategies
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Perform cash flow analysis, tax calculations, and retirement projections
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Prepare detailed suitability reports aligned with client objectives and compliance standards
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Support advisers in creating and maintaining accurate financial plans
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Liaise with clients and providers when required to ensure smooth financial planning processes
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Stay updated on regulatory changes, tax laws, and industry best practices
What We’re Looking For
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Experience in a Paraplanner role, supporting Financial Advisers with research, reports, and financial planning strategies
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Level 4 Diploma in Financial Planning (or working towards Level 6)
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Strong technical knowledge of financial products, tax implications, and compliance standards
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Proficiency in financial planning software
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Excellent communication and problem-solving skills
Package and Benefits
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Competitive Salary – Up to £45,000
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Annual Discretionary Bonus – Circa 10%
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Hybrid Working – Up to three days per week from home
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25 days holiday + wellbeing day
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Company pension scheme
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Death in service cover
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Study support towards further qualifications
This is an opportunity to join a progressive firm that values its employees, offers career growth opportunities, and provides a supportive hybrid work culture.
Apply today to find out more.
Sector:
- Financial Services
- Financial Planning
