Paraplanner

James & Partners; Liverpool; Hybride; GBP 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

Remote/hybrid after onboarding

Professional qualifications support

Technology-enabled platform

Résumé du poste

James & Partners in Liverpool seeks an experienced Paraplanner to join a growing wealth management team. The role offers hybrid/remote working after onboarding, with a total package around 60,000 including 50,000 base salary and a 10,000 bonus, reflecting strong technical exposure and career progression.

You will analyse client circumstances, prepare suitability reports, support pensions, drawdown and investments, and use cashflow tools to illustrate outcomes, partnering with advisers across

Qualifications

• Level 4 Diploma in Paraplanning or higher as a minimum.
• Approximately 4+ years of UK paraplanning/technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, pensions and cashflow modelling.

Responsabilités

• Analyse client facts and objectives to identify planning considerations.
• Prepare clear, compliant suitability reports and supporting research.
• Provide technical support across pensions, investments and estate planning.

Connaissances

Paraplanning experience (4+ years)

UK retirement planning knowledge

Technical reporting

Attention to detail

Formation

Level 4 Diploma in Paraplanning

Outils

Cashflow modelling tools

Financial planning software

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.