Senior Paraplanner – Liverpool

Salary: £40,000 - £50,000 depending on experience

Benefits: Hybrid working, Private medical insurance, Life assurance, Bonus scheme, Income protection, Additional holiday purchase, Paid professional memberships, Enhanced pension, Discretionary performance-related bonus, Company share scheme, Holiday purchase scheme and more!

About the Company

A leading FTSE-listed wealth management business with an established national footprint, providing comprehensive investment management and financial planning solutions to private clients, high-net-worth families and trustees. The firm integrates specialist discretionary management with tailored financial advice, creating a collaborative, professional environment focused on long-term client outcomes.

Role Summary

If you are an experienced paraplanner seeking deeper technical involvement, this role offers direct exposure to an investment-led wealth management proposition within a growing Liverpool team. Supporting six financial advisers across substantial, established client books, you will find a collaborative setting where your technical input is genuinely valued, alongside clear longer-term pathways into team leadership or high-level technical specialism.

Key Responsibilities

• Collaborate closely with financial advisers on complex cases, giving you direct exposure to high-net-worth private client and trustee wealth strategies.
• Conduct in-depth market research and cashflow modelling across investments, pensions and tax, sharpening your specialist expertise in an investment-focused environment.
• Draft comprehensive suitability reports and provide constructive technical challenge, positioning you as an influential, consultative partner to the advisory team.
• Oversee the technical review and portfolio analysis process, giving you day-to-day autonomy over your workflow and the scope to help shape the paraplanning function as it grows.

Requirements

• Diploma in Regulated Financial Planning (DipPFS / Level 4) as a minimum.
• Substantial paraplanning experience within an independent financial planning or wealth management firm.
• Strong technical knowledge across broad financial planning, with particular confidence in investment strategies and tax planning.
• Proven ability to produce detailed suitability reports and communicate technical feedback effectively to senior advisers.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Chartered Paraplanner, Technical Paraplanner, Financial Planning Analyst, Wealth Planning Paraplanner, Paraplanning Manager

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.