Paraplanner

mbf; Liverpool; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Senior Recruitment Professional to join their dynamic team in Liverpool. This role offers a unique opportunity to work closely with experienced Financial Planners, crafting tailored financial advice and preparing comprehensive reports. With a focus on professional development and client care, the organization fosters an innovative environment where your contributions will make a significant impact. Enjoy a hybrid working model and a generous benefits package, including private medical insurance and fully funded qualifications. If you're ready to elevate your career in a supportive and forward-thinking firm, this is the perfect opportunity for you.

Benefits

Private Medical Insurance

Generous Holiday Entitlement

Fully Funded Professional Qualifications

Company Pension

Life Assurance

Employee Assistance Programme

Gym Discounts

Dental Insurance

Travel Insurance

Health Cash Plan

Qualifications

• Solid paraplanning experience within wealth management or financial planning.
• Strong technical knowledge and experience delivering written advice.

Responsibilities

• Collaborate with Financial Planners to deliver compliant advice.
• Prepare suitability reports and perform technical research.

Skills

Paraplanning

Technical Research

Communication Skills

Stakeholder Management

Education

Diploma in Financial Planning

Job description

2 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Liverpool-based team.

The Role

This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.

Key Responsibilities:

• Collaborate closely with Financial Planners to deliver high-quality, compliant advice
• Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
• Support in client meetings, including delivering cashflow modelling and technical responses
• Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
• Manage your workload effectively and proactively support business targets
• Contribute to local and national financial planning projects

About You:

• Solid paraplanning experience within wealth management or financial planning
• Strong technical knowledge and experience delivering written advice
• Excellent communication and stakeholder management skills
• A proactive approach to professional development—ideally working towards Chartered status

Why Join?

• Hybrid Working: Minimum 2 days in the office post-training; flexibility to work from home
• Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
• Generous Package: Competitive salary (circa £40K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits

Benefits Highlights Include:

• Private Medical Insurance & Income Protection
• Generous Holiday Entitlement + Option to Buy Extra Days
• Fully Funded Professional Qualifications & Study Support
• Company Pension, Life Assurance, and Employee Assistance Programme
• Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more

This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Analyst

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