Paraplanner

mbf.; Liverpool City Region; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

9-day fortnight

Hybrid working

25 days' holiday plus bank holidays

Birthday off

Private Medical Insurance

Death in Service 10x salary

Health cash plan

Employee discounts & salary sacrifice

Study leave

Job summary

mbf. is seeking a Paraplanner for a Liverpool or Southport hybrid role, offering a salary up to £50,000 with a transparent bonus and excellent benefits. You will support Financial Advisers across pensions, investments and broader financial planning.

You'll prepare suitability reports, conduct research, and help maintain high-quality client documentation while working within regulatory standards. A strong track record in UK paraplanning and Level 4 Diploma are preferred.

Qualifications

• 3+ years experience as a paraplanner in UK financial planning or IFA.
• Experience across pensions, investments and private client planning.
• Level 4 Diploma in Financial Planning or near completion.
• Strong report writing and research skills.
• Good understanding of advice process and regulatory requirements.
• Attention to detail; ability to manage workload.
• Collaborative with advisers and colleagues.
• Experience with trusts, inheritance tax planning, AIM and Business Relief solutions advantageous.

Responsibilities

• Preparing suitability reports and recommendation letters
• Undertaking research to support client recommendations
• Working with Advisers to understand client circumstances and objectives
• Supporting cases across products and planning areas
• Ensuring advice documentation meets regulatory and internal standards
• Maintaining accurate client records and aiding case progression
• Contributing to positive client outcomes in line with Consumer Duty

Skills

Report writing

Research

Attention to detail

Collaboration

Time management

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

Liverpool or Southport Hybrid Working

Up to £50,000 + Structured Bonus + Excellent Benefits

You might already be in a Paraplanning role you're perfectly happy with.

But would a salary of up to £50,000, a clear and competitive bonus scheme, hybrid working and a paid day off every other week make you consider what else is out there?

I'm working with a growing Financial Planning business looking to add an experienced Paraplanner to its team in Liverpool or Southport.

It's a strong opportunity for someone who enjoys Paraplanning, takes pride in producing high-quality work and wants to join a business offering an excellent package alongside genuine opportunities for longer-term development.

The Opportunity

You’ll work closely with Financial Advisers, supporting the delivery of high-quality advice across pensions, investments, protection and wider financial planning.

Your responsibilities will include:

• Preparing suitability reports and recommendation letters
• Undertaking research to support appropriate client recommendations
• Working closely with Advisers to understand individual client circumstances and objectives
• Supporting cases across a range of products, wrappers and planning areas
• Ensuring advice documentation meets regulatory and internal standards
• Maintaining accurate client records and helping cases progress efficiently
• Contributing to positive client outcomes in line with Consumer Duty

As you develop within the business, there will also be opportunities to broaden your exposure to more complex planning work and continue building your technical knowledge.

Who Are We Looking For?

You’ll ideally have at least three years' experience working as a Paraplanner within a UK Financial Planning or IFA business.

You’ll also have:

• Experience across pensions, investments and other private client financial planning products
• Strong report writing and research skills
• Level 4 Diploma in Financial Planning or equivalent, although candidates close to completion may be considered
• A good understanding of the advice process and current regulatory requirements
• Strong attention to detail and the ability to manage your own workload
• A collaborative approach and the ability to work effectively with Financial Advisers and colleagues
• Experience across areas such as trusts, inheritance tax planning, AIM and Business Relief solutions would be advantageous.

A Package That Stands Out

The salary is up to £50,000, depending on experience, alongside a competitive and clearly structured bonus scheme.

You’ll also receive:

• A 9-day fortnight, with a paid day off every other week
• Hybrid working
• 25 days' holiday plus bank holidays
• Your birthday off
• Paid Christmas shutdown
• 5% employer pension contribution via salary sacrifice
• Employer NI savings rebated into your pension
• Private Medical Insurance
• Death in Service cover of 10x basic salary
• Health cash plan covering areas including dental and optical costs
• Employee discounts and salary sacrifice benefits
• Financial support and study leave for further professional qualifications

A Business With Plans to Grow

There is also a bigger picture to this opportunity.

The company has ambitious plans for continued growth, which should create further opportunities within the team as the business expands.

For someone joining now, that means the opportunity to develop alongside the company, broaden your technical exposure and potentially take on greater responsibility as the team evolves.

The preference is for someone who can work from Liverpool or Southport on a hybrid basis. Candidates elsewhere in the North West may also be considered for more flexible arrangements, provided they are able to travel for meetings when required.

If you're an experienced Paraplanner looking for a strong salary, a genuinely attractive working pattern and plenty of opportunity for the future, I'd be keen to hear from you.