Senior Paraplanner | Liverpool

Up to £50,000 + discretionary annual bonus | Hybrid working

The clients you work with, the colleagues you learn from and the complexity of the advice can make a real difference to your career.

We’re working with one of the UK’s most prestigious wealth management firms to recruit a Senior Paraplanner into a combined Wealth and Investment Management team.

Working with HNW and UHNW clients, you’ll join colleagues with expertise across both disciplines. You don’t need to arrive with experience in every area. The opportunity is to build on your existing knowledge, broaden your technical exposure and become involved in both sides of the team’s work.

The opportunity

The quality of the client base brings exposure to more complex financial circumstances and planning requirements. You’ll work closely with experienced colleagues, developing your understanding of how financial planning and investment management come together for clients with significant wealth.

For an ambitious Paraplanner, this offers the chance to take on more sophisticated work within a highly regarded firm and build experience that can strengthen your longer-term career prospects.

Where it could lead

As the team grows, there will be opportunities to develop in different directions, including:

• Progressing towards a Financial Planner or Wealth Manager role.

• Developing your technical expertise and taking on more complex work.

• Moving towards leadership and team management responsibilities.

Your interests and strengths will help shape that direction. Progression into advice is one option, rather than an expectation for everyone joining the team.

What’s on offer

Alongside a salary dependent on experience and a discretionary bonus, the benefits include:

• A 9% non-contributory pension, increasing to a 10% employer contribution if you contribute 5%.
• Private medical insurance from joining, with family cover after one year.
• Life assurance of eight times salary.
• Income protection providing 75% of salary.
• Study funding and study days.
• Company share scheme.
• The option to purchase up to five additional days’ holiday.
• Enhanced family leave, volunteering days and a range of additional benefits.

For further information or a confidential conversation, please contact David at MBF.

Who we’re looking for

An experienced Paraplanner who enjoys technical work, wants to keep learning and is comfortable supporting clients with more complex financial circumstances.

You won’t be expected to know everything across both wealth and investment management from day one. Curiosity, a strong foundation in paraplanning and the ambition to develop will be important.

For more information or a confidential conversation, contact David at MBF.