Paraplanner - #1674389

Paraplanner - Leading Wealth Management Firm | Liverpool | Hybrid | £40,000 - £50,000 + Bonus & Benefits

Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Liverpool-based team.

The Role

This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.

Key Responsibilities:

• Collaborate closely with Financial Planners to deliver high-quality, compliant advice


• Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies


• Support in client meetings, including delivering cashflow modelling and technical responses


• Maintain accurate and up-to-date client records, ensuring all regulatory standards are met


• Manage your workload effectively and proactively support business targets


• Contribute to local and national financial planning projects

About You:

• Level 4 Diploma in Financial Planning (DipPFS) is essential


• Solid paraplanning experience within wealth management or financial planning


• Strong technical knowledge and experience delivering written advice


• Excellent communication and stakeholder management skills


• A proactive approach to professional development—ideally working towards Chartered status

Why Join?

• 
  Hybrid Working: Minimum 2 days in the office post-training; flexibility to work from home


• 
  Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy


• 
  Generous Package: Competitive salary (circa £40K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits

Benefits Highlights Include:

• Private Medical Insurance & Income Protection


• Generous Holiday Entitlement + Option to Buy Extra Days


• Fully Funded Professional Qualifications & Study Support


• Company Pension, Life Assurance, and Employee Assistance Programme


• Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more

This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.