Paraplanner

Paraplanner

Growing Independent Financial Planning Firm
Based in Liverpool Hybrid Working Available Up to 50000 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.

Youll 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 Youll 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 50000 (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