Job Description
Paraplanner – Liverpool (Jamaica Street) | Up to £55,000 Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued. Key Responsibilities Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning Conduct technical research and analysis to support financial advisers in developing client recommendations Analyse client information and produce accurate cashflow modelling where required Ensure all work complies with FCA regulations and internal compliance standards Liaise with advisers, administrators, and product providers to ensure efficient case progression Maintain up-to-date knowledge of financial products, legislation, and industry developments Requirements Proven experience working as a Paraplanner within a financial planning or wealth management firm Strong technical knowledge across pensions, investments, and protection products Experience writing high-quality suitability reports Working towards or holding Level 4 Diploma in Financial Planning (or equivalent) Excellent analytical, organisational, and communication skills High attention to detail and ability to manage multiple cases effectively What’s on Offer Salary up to £55,000 (depending on experience) Hybrid working arrangement Supportive and collaborative team environment Established client base and strong business reputation Long-term career opportunity for a dedicated paraplanner Next Steps If you’re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we’d love to hear from you. Apply now or get in touch to arrange a confidential discussion
