Paraplanner

Career Choices Dewis Gyrfa Ltd; West Kirby; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

33 days holiday

Hybrid working with Liverpool City Ctr

Pension scheme with employer

Professional development support

Values-led culture

Long-term opportunity

Job summary

Paraplanner role at Career Choices Dewis Gyrfa Ltd in Liverpool City Centre (Hybrid). Salary £40,000 - £50,000 (dependent on experience). Hours: Mon-Fri, 9am-5pm.

A growing, values-led financial planning firm is seeking an experienced Paraplanner to join their established technical team and provide paraplanning support across a broad range of financial planning cases.

Qualifications

• Level 4 Diploma in Financial Planning required.
• At least 5 years of Paraplanning experience.
• Strong technical understanding of pensions and investments.
• Able to handle complex cases with minimal supervision.
• Highly organised with excellent attention to detail.

Responsibilities

• Producing clear, accurate, and compliant suitability reports.
• Conducting detailed research across pensions, investments, protection, and estate planning.
• Preparing cashflow models and technical analysis to support client advice.
• Liaising closely with Advisers to ensure well-structured and client-focused recommendations.
• Maintaining high standards of compliance and documentation.
• Supporting continuous improvements to paraplanning processes and systems.

Skills

Paraplanning experience

Financial planning

Report writing

Education

Level 4 Diploma in Financial Planning

Job description

£40,000 to £50,000 per year, Hybrid working, great benefits

Contract Type:

Permanent

Hours:

Full time

Disability Confident:

No

Closing Date:

02/10/2026

About this job

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: £40,000 - £50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team.

This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.

The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases.

You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.

Key Responsibilities:

• Producing clear, accurate, and compliant suitability reports
• Conducting detailed research across pensions, investments, protection, and estate planning
• Preparing cashflow models and technical analysis to support client advice
• Liaising closely with Advisers to ensure well-structured and client-focused recommendations
• Maintaining high standards of compliance and documentation
• Supporting continuous improvements to paraplanning processes and systems

About You

• Level 4 Diploma in Financial Planning qualified
• At least 5 years' experience working as a Paraplanner
• Strong technical understanding of pensions and investments
• Comfortable handling complex cases with minimal supervision
• Highly organised with excellent attention to detail
• A collaborative team player who takes pride in quality work

What's On Offer

• Salary of £40,000 - £50,000 (DOE)
• 33 days holiday (including Bank Holidays)
• Hybrid working with Liverpool City Centre office
• Pension scheme with employer contributions
• Full support for ongoing exams and professional development
• A values-led culture that puts people and clients first
• A growing firm offering stability, progression, and long-term opportunity

Why Apply?

This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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