Paraplanner

James & Partners; West Kirby; Hybride; GBP 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Hybrid/Remote after onboarding

Résumé du poste

James & Partners in Liverpool is seeking an experienced Level 4 Paraplanner to join a growing UK paraplanning function. The role offers hybrid/remote flexibility after onboarding and a package of £50,000 base plus £10,000 bonus for a total around £60,000.

You will analyse client facts, prepare reports, support pensions, and work with cross-border clients, with scope to progress into Financial Advice.

Qualifications

• Level 4 Diploma minimum.
• 4+ years UK paraplanning/technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, DB and DC pensions.
• Excellent written skills and attention to detail, with the confidence to challenge or refine adviser strategy.
• Experience with international/expatriate clients is attractive but not essential.
• Ambitious and collaborative in a fast-growing environment.

Responsabilités

• Work in a close support pod with Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
• Analyse facts, 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 DB and DC 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 cross-border or expatriate circumstances.
• Contribute to improving templates, processes and technology as the UK paraplanning function continues to scale.

Connaissances

Paraplanning

Technical financial planning

Cashflow modelling

Cross-border planning

Formation

Level 4 Diploma

Outils

Cashflow modelling software

Digital planning tools

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