Paraplanner

Paraplanner

Liverpool / Southport - Hybrid / Remote

Up to £45,000

This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes.

The Business

This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive.

You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning.

The Role

As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations.

Your responsibilities will include:

• Producing high-quality suitability reports and financial planning recommendations
• Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions
• Analysing client circumstances and supporting adviser recommendations
• Preparing technical documentation and supporting reports
• Maintaining accurate and compliant client records
• Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements
• Working closely with advisers to understand client objectives and deliver suitable recommendations
• Supporting complex financial planning cases, including inheritance tax and estate planning work
• Liaising with providers and product providers where required
• Contributing to the delivery of an outstanding client experience

About You

To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases.

Ideally, you will have:

• A minimum of 3 years' paraplanning experience within a UK financial planning firm
• Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience
• Experience across pensions, investments, protection, bonds, and trusts
• Strong suitability report writing skills
• Knowledge of inheritance tax planning and estate planning strategies
• Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous
• Excellent attention to detail and technical accuracy
• Strong organisational and communication skills
• A proactive and professional approach to your work

Benefits

• Hybrid or fully remote working available
• 25 days annual leave plus bank holidays
• Your birthday off each year
• Additional paid leave during the Christmas shutdown period
• 9-day working fortnight with a paid day off every other week
• 5% employer pension contribution via salary sacrifice
• Death in Service cover of 10x salary
• Private Medical Insurance
• Healthcare Cash Plan
• Employee discounts and benefits programme
• Financial support and study leave for professional qualifications
• Referral bonus scheme
• Discretionary performance bonus scheme

Additional Information

This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people.

The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.