Paraplanner

TheWealthPoint; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial advisory firm in Liverpool is seeking a Technical Paraplanner. This entry-level role involves constructing financial advice frameworks and performing deep analysis across pensions, tax, and investments. Candidates should be Level 4 qualified and enjoy working independently while supporting financial planners. The firm values precision, accountability, and teamwork, offering an environment committed to delivering high-quality advice and transforming clients' lives.

Qualifications

• Level 4 qualified and actively pursuing Chartered/CFP qualifications.
• Proven ability to conduct deep technical financial analysis.

Responsibilities

• Construct the advice framework based on client circumstances.
• Carry out technical analysis across various financial areas.
• Lead the creation and management of suitability reports.
• Project manage implementation cases through sign-off.

Skills

Analytical thinking

Attention to detail

Collaboration

Problem-solving

Technical analysis

Education

Level 4 qualification working toward Chartered / CFP

Tools

Cashflow modelling software

Risk profiling tools

Job description

About the role

As a Technical Paraplanner, you’ll be the analytical force behind our financial advice. You’ll take the lead on constructing the advice framework for each financial plan—digging deep into client circumstances, stress‑testing options, identifying issues, and ensuring the output is technically sound, compliant, and personalised.

You won’t be in meetings. You’ll be in the background—collaborating with our Client Facing Paraplanners, Financial Planners, and Client Partners to make sure every recommendation is built on solid ground. Your job is to protect the integrity of the advice and ensure we deliver outstanding outcomes, every time.

You’ll thrive in this role if you:

• Take pride in precision and get satisfaction from solving complex puzzles.
• Prefer deep work over distractions and enjoy owning a case through to delivery.
• See every suitability report as a chance to improve someone’s life, not just tick a compliance box.
• Enjoy collaborating with financial planners but don’t want to be one.
• Are naturally sceptical—if something doesn’t make sense, you chase it down.
• Want to be part of a firm that values thinking time as much as client time.
• Are Level 4 qualified and working toward Chartered / CFP

What you’ll be responsible for

• Interpreting fact finds, cashflows, and meeting notes to identify planning opportunities and construct the advice framework.
• Carrying out deep technical analysis across pensions, tax planning, protection, and investments.
• Leading the creation of suitability reports—initial, ongoing, and ad hoc.
• Project managing implementation cases through to sign‑off, liaising with the rest of the advice and admin team.
• Preparing technical summaries, recommendation matrices, and investment comparisons.
• Using cashflow modelling software and risk profiling tools to support the advice process.
• Keeping up to date with changes in regulation, tax law, and financial products.

What great looks like

• You take ownership for the quality and rigour of your work—no cutting corners.
• You’re obsessed with getting it right the first time, but still open to challenge and feedback.
• You thrive in the background, enjoy complexity, and take pride in enabling others to shine.
• You’re not afraid to challenge advisers if something doesn’t stack up.
• You think like a planner, but act like an engineer.

What we value

• Clarity: You make complex things clear.
• Rigour: You value precision and care about the detail.
• Accountability: You own your work and back yourself to deliver.
• Curiosity: You ask questions, test assumptions, and dig deeper.
• Team over ego: You know this is a team sport and collaborate accordingly.

This role is designed to be a technical specialist position, not a stepping stone into advising. That said, you’ll be on the frontline of financial planning decisions, constantly growing your technical depth, and playing a vital part in transforming lives through high‑quality advice.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Location: Liverpool, England, United Kingdom