Paraplanner

Liverpool | Hybrid working | £40,000–£45,000

We are recruiting on behalf of an established independent financial planning firm seeking an experienced Paraplanner to join its Liverpool team.

This is an excellent opportunity for a technically capable paraplanner who wants to work on varied and often complex planning cases while benefiting from hybrid working and a genuine nine-day fortnight—with an additional paid day off every two weeks.

The role

Working closely with the firm’s financial advisers, you will provide high-quality technical support across pensions, investments, protection, bonds, trusts and inheritance tax planning.

Your responsibilities will include:

• Preparing clear, accurate suitability reports and financial planning recommendations

• Conducting technical research and comparing suitable products and solutions

• Supporting complex pension, investment and inheritance tax planning cases

• Reviewing client objectives and ensuring recommendations are appropriate

• Maintaining complete and accurate client files

• Ensuring all work meets FCA regulations, Consumer Duty requirements and internal compliance standards

• Communicating effectively with advisers to progress cases efficiently

• Supporting the wider team in delivering a consistently high standard of client service

What we’re looking for

• At least three years’ paraplanning experience within a UK IFA or financial planning firm

• Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

• Applications may also be considered from experienced candidates who are close to achieving Level 4

• Broad technical knowledge across pensions, investments, protection, bonds and trusts

• A strong understanding of inheritance tax planning

• Experience with AIM portfolios, Business Relief solutions or other complex IHT planning would be advantageous

• Sound knowledge of FCA regulations and Consumer Duty

• Strong written communication and report-writing skills

• Excellent attention to detail and the ability to manage competing deadlines

• Confidence using financial planning software and Microsoft Office

Salary and benefits

• Salary of £40,000–£45,000

• Hybrid working

• Nine-day working fortnight, providing one additional paid day off every two weeks without increasing daily hours or affecting salary or holiday entitlement

• 25 days’ annual leave

• Birthday off

• Bank holidays

• Additional paid leave during the Christmas shutdown

• Discretionary performance bonus

• 5% employer pension contribution through salary sacrifice

• Employer National Insurance savings paid into your pension

• Death-in-service cover worth 10 times your basic salary

• Private medical insurance

• Health cash plan covering dental, optical and additional healthcare costs

• Employee discount and benefits programmes

• Financial support and study leave for further professional qualifications

• Employee referral bonus scheme

This position would suit an experienced paraplanner looking for technical variety, strong benefits and a working pattern that offers considerably more time away from work without sacrificing salary or annual leave.