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

• Preparing high-quality suitability reports and technical research
• Analysing client information and existing financial arrangements
• Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning
• Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation
• Preparing cashflow models and scenario planning
• Ensuring all advice is compliant, detailed, and clearly communicated
• 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

• 3+ years experience in a paraplanning role
• Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures
• Confident writing detailed, accurate, and compliant financial planning reports
• Able to manage a busy workload and meet deadlines
• Excellent written and verbal communication skills
• High level of accuracy and attention to detail

Desirable

• Level 4 Diploma (or close to achieving it)
• Experience with estate planning, IHT strategies, and business protection
• A proactive, team-focused attitude and willingness to support continuous improvement
• Familiarity with cashflow modelling tools and research systems

Whats On Offer

• Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus
• 25 days holiday + bank holidays + birthday off
• Paid Christmas shutdown

• Employer pension contribution

• Death in Service
• Private Medical Insurance
• Health Cash Plan (dental, optical & more)
• Employee discounts and wellbeing programme
• Financial support and study leave for qualifications
• Referral bonus scheme