Paraplanner

Jobs4; Sefton; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

9-day fortnight

Hybrid working

25 days holiday + bank holidays

Birthday off

Private medical insurance

Death in Service 10x salary

Health cash plan

Employee discounts

Study leave support

Pension via salary sacrifice

Job summary

Jobs4 is seeking an experienced Paraplanner for a hybrid role in Liverpool or Southport. The package includes a salary up to £50,000, a structured bonus scheme, and excellent benefits.

You will support Financial Advisers with high-quality reports across pensions, investments and broader financial planning. The role offers development opportunities and a clear path to more advanced planning work within a growing financial planning business, with hybrid working and a strong focus on consumer duty

Qualifications

• At least three years’ Paraplanner experience in a UK financial planning or IFA business.
• Experience across pensions, investments, and private client planning products.
• Strong report writing and research skills.
• Level 4 Diploma in Financial Planning or close to completion.
• Solid understanding of the advice process and regulatory requirements.
• Attention to detail and ability to manage own workload.
• Collaborative ability to work with advisers and colleagues.

Responsibilities

• Prepare suitability reports and recommendation letters.
• Undertake research to support client recommendations.
• Work closely with Advisers to understand client objectives.
• Support cases across products and planning areas.
• Ensure documentation meets regulatory and internal standards.
• Maintain accurate client records and progress cases efficiently.
• Contribute to positive outcomes under Consumer Duty.

Skills

Pensions experience

Investments experience

Report writing

Research skills

Regulatory knowledge

Attention to detail

Collaborative approach

Client financial planning

Education

Level 4 Diploma in Financial Planning

Job description

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.