Senior Technical Paraplanner - #2069282

AMS Group is a leading UK Top 60 accountancy firm with a differentiated advisory-led proposition, headquartered in Manchester. We have been a trusted name in professional services for over 40 years. Our commitment to excellence and customer satisfaction has positioned us as a premier provider in the market.

Evolving from a family run accountancy practice in a Blackburn (established 1982), to a nationwide advisory business with over 200 employees, across 12 offices, our trading divisions comprise Audit, Accounts, Tax & Advisory with multiple service lines within each division. We leverage our relationship-driven client approach to generate significant cross-sell opportunities. Complementary to our organic growth is an impressive M&A strategy, with eight acquisitions completed since 2021 and further strategic acquisitions planned in 2025.

At AMS we never offer a one size fits all approach. We know, in today’s economic environment, businesses require bespoke support, and we provide end-to-end services from start-up to exit strategies. Our mantra is “Good advisers help your business. Great ones transform it”. This is the foundation upon which we have built our business.

We know great people make a great business. Our award-winning culture drives our success. In 2024, we were named the 7th Best Accountancy Firm to Work for in the UK and featured in the Top 100 Companies to Work For. We’re proud to be recognised as Best Employer in Tax (Tolley’s Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024), reflecting our commitment to people, culture, and a workplace where talent thrives.

The Role

We’re now looking for a Senior Technical Paraplanner to play a pivotal leadership role within our financial planning division. This is a senior, non-client-facing position where you’ll act as the technical backbone of our advice function, leading a developing paraplanning team and driving the quality and consistency of advice across the business.

This role offers genuine scope to shape the future of the paraplanning function, with a clear pathway toward a Head of Paraplanning position.

Key Responsibilities

• Lead, coach, and develop a growing paraplanning team
• Act as the technical authority across the financial planning process
• Review and quality-assure advice, ensuring accuracy, consistency, and compliance
• Design and deliver robust financial planning strategies across pensions, tax, investments, and protection
• Produce and oversee high-quality, personalised suitability reports
• Collaborate closely with Financial Planners and Client Partners to translate client needs into defensible advice
• Maintain and improve processes, templates, and frameworks to enhance efficiency and best practice
• Stay up to date with regulatory, legislative, and product developments

Essential Skills & Experience

• Level 4 Diploma in Regulated Financial Planning (minimum), working towards or holding Chartered status
• 3–5+ years’ paraplanning experience with strong technical depth
• Proven ability to design complex, tailored advice strategies independently
• Strong experience producing high-quality, technically accurate suitability reports
• In-depth knowledge of pensions (DB & DC), tax planning, investments, and protection
• Experience using cashflow modelling tools, risk profiling systems, and modern platforms
• Strong understanding of current regulation and the wider financial planning landscape

Desirable Skills

• Chartered status (APFS or CFP)
• Experience mentoring or leading paraplanning team members
• Knowledge of advanced investment approaches (e.g. momentum or trend-based strategies)
• Exposure to later-life planning, decumulation strategies, and sequence-of-returns risk

This is a unique opportunity for a technically strong paraplanner to step into a leadership role, influence advice standards, and play a key part in a fast-growing, award-winning firm.

Company Benefits

• 25 Days Holiday
• Additional day off for birthday
• Enhanced Parental Pay
• Health cash plan
• Discretionary annual bonus
• Company Sick Pay
• Company pension scheme
• Perkbox subscription
• 1 x paid membership / subscription
• Cycle to work scheme
• Employee Assistance Programme

AMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.