Paraplanner

Paraplanner

Growing Independent Financial Planning Firm

Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits

The Opportunity

A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic advice to clients across the UK.

You'll play a key role in supporting advisers, producing detailed research, and preparing well-constructed advice reports that make a real difference to client outcomes.

What You'll Be Doing

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Preparing high-quality suitability reports and technical research

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Analysing client information and existing financial arrangements

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Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning

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Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation

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Preparing cashflow models and scenario planning

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Ensuring all advice is compliant, detailed, and clearly communicated

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Working closely with colleagues to deliver an excellent client experience

This is a varied, hands-on role with exposure to both straightforward and complex cases.

Skills

Essential

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3+ years experience in a paraplanning role

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Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures

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Confident writing detailed, accurate, and compliant financial planning reports

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Able to manage a busy workload and meet deadlines

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Excellent written and verbal communication skills

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High level of accuracy and attention to detail

Desirable

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Level 4 Diploma (or close to achieving it)

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Experience with estate planning, IHT strategies, and business protection

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A proactive, team-focused attitude and willingness to support continuous improvement

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Familiarity with cashflow modelling tools and research systems

Whats On Offer

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Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus

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25 days holiday + bank holidays + birthday off

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Paid Christmas shutdown

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Employer pension contribution

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Death in Service

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Private Medical Insurance

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Health Cash Plan (dental, optical & more)

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Employee discounts and wellbeing programme

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Financial support and study leave for qualifications

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Referral bonus scheme