Paraplanner

James and Partners; Liverpool; Hybride; GBP 50 000 - 60 000; Plein temps

Résumé du poste

James and Partners is recruiting an experienced Paraplanner in Liverpool. You will work with Financial Advisers to deliver technical planning, assess client circumstances, and prepare precise, compliant reports.

The role emphasizes robust pensions knowledge, cross-border considerations and collaborative cross-team support. Ideal candidates hold a Level 4 Diploma and have 4+ years UK paraplanning experience.

Qualifications

• Minimum Level 4 Diploma in a relevant field.
• Around 4+ years of UK paraplanning/technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, pensions and investments.
• Excellent written skills, technical judgement and attention to detail.
• Experience with international/expatriate clients is advantageous but not essential.

Responsabilités

• Take ownership of technical planning work behind client recommendations.
• Analyse fact finds, objectives and client circumstances to identify planning considerations and gaps.
• Prepare clear, compliant suitability reports and supporting research.
• Provide technical support across pensions, drawdown, investments and inheritance planning.
• Use cashflow modelling and planning tools to test scenarios and illustrate outcomes.
• Collaborate with advisers and other teams on complex cross-border cases.
• Assist in improving templates, processes and technology as the paraplanning function scales.

Connaissances

Paraplanning

Financial Planning

Cashflow Modelling

Retirement Planning

Cross-border planning

Formation

Level 4 Diploma

Description du poste

Paraplanner

Location: Liverpool (open to hybrid/remote working after onboarding)

Package: £50,000 basic + £10,000 bonus (c.£60,000 package)

My client is a rapidly growing international wealth management business building a high-performing UK paraplanning function around quality, consistency and technology. The business supports both UK and internationally mobile clients and is investing heavily in systems that reduce lower-value administration so technical professionals can spend more time on analysis, strategy and adviser partnership. This opportunity is designed for an experienced Level 4 Paraplanner who wants strong technical exposure, remote flexibility and a credible route into advice.

The Role

• Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
• Analyse fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
• Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
• Provide technical support across pensions and retirement planning, including defined benefit and defined contribution knowledge, drawdown, investments, tax-aware structuring and inheritance / estate planning considerations.
• Use cashflow modelling and digital planning tools to test scenarios, illustrate outcomes and strengthen the planning conversation.
• Work collaboratively with advisers, compliance and specialist teams on more complex cases, including clients with cross-border or expatriate circumstances.
• Contribute to improving templates, processes and technology as the UK paraplanning function continues to scale.

About You

• Level 4 Diploma qualified as a minimum.
• Around 4+ years of genuine UK paraplanning / technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
• Excellent written skills, technical judgement and attention to detail, with the confidence to challenge or refine an adviser strategy where appropriate.
• Experience with international / expatriate clients, QROPS or cross-border planning would be highly attractive but is not essential.
• Ambitious, collaborative and comfortable working in a fast-paced business that is growing quickly and continuing to modernise its advice process.

Package & Progression

• £50,000 basic salary plus a £10,000 performance bonus, giving a target package of approximately £60,000.
• Full support for further professional qualifications and technical development.
• A clear progression route into Financial Advice / client servicing for those who want to move beyond Paraplanning.
• Exposure to a modern, technology-enabled advice platform and a client base that includes complex UK and internationally mobile wealth.