Paraplanner
CV-LibraryL1permanentPosted: 12 May 2026
Apply NowParaplanner – 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
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