Paraplanner

Finlink Ltd; Liverpool; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Birthday off

Hybrid working: 2 days in office

Annual discretionary bonus up to 10%

Share options for employees

Flexible working hours (e.g., 9am-5:30

Life assurance

Income protection

Holiday entitlement: 25 days + bank &

Job summary

Finlink Ltd in Liverpool is seeking an experienced Paraplanner (Level 4 qualified) to join the team. This is a genuine paraplanning role, not just report writing, with hybrid working and opportunities to work closely with advisers.

You will conduct technical research, cashflow analysis, and help shape recommendations. The firm values paraplanners and offers long term progression, share options, and a supportive environment for developing cross-adviser experience.

Qualifications

• Experienced Paraplanner with Level 4 qualification.
• Strong technical research and cashflow planning skills.
• Ability to work closely with advisers to shape recommendations.

Responsibilities

• Support advisers across a wide range of advice cases and deliver high-quality client outcomes.
• Carry out technical research and analysis to inform recommendations.
• Prepare cashflow plans and contribute to the recommendations being made.
• Paraplanning operates on a pooled basis to give exposure to different advisers and case types.

Skills

Paraplanner

Financial analysis

Technical research

Education

Level 4 paraplanner qualification

Job description

Paraplanner

Liverpool city centre

Hybrid working (2 days in office)

Up to £45,000

This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing.

If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work.

The business is looking for a dedicated individual to join their Liverpool team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases

The Business

This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK.

Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes.

The Role

Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes.

This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made.

The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow.

For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time.

The Benefits

• Salary of up to £45,000 depending on experience
• 25 days holiday plus bank holidays, plus your birthday off
• Hybrid working with 2 days in the office and the remainder from home
• Annual discretionary bonus of up to 10%
• Valuable share options for employees
• Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm
• Life assurance
• Income protection