Paraplanner - 1:1 Adviser Support - Liverpool (Office-Based) - £30K - £45K DOE + Excellent Benefits

Financial Divisions; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established independent wealth management firm in Liverpool seeks a motivated Paraplanner to join their collaborative team. This role offers the chance to work closely with senior Advisers, engaging in the full advice process from research to report writing. With a competitive salary and a supportive environment, this opportunity is perfect for a career Paraplanner looking to deepen their expertise or transition into an Adviser role. Join a respected firm that values long-term development and offers flexibility and stability in your career path.

Benefits

Strong benefits package

Ongoing support from leadership

Career progression opportunities

Qualifications

• Hands-on involvement in the full advice process.
• Career Paraplanner looking to deepen technical expertise.

Responsibilities

• Work closely with senior Advisers on complex cases.
• Manage sophisticated client cases with in-depth advice.

Skills

Cashflow Modelling

Research and Analysis

Report Writing

Client Management

Education

Diploma in Financial Planning

Working towards Diploma

Tools

Voyant

Transact

Fidelity

Aviva

Quilter

Intelligent Office

FE Analytics

Job description

Job Description

Independent Wealth Firm

Are you a Paraplanner who thrives on working closely with high-performing Advisers on complex, rewarding cases? This is your opportunity to join a respected independent wealth management firm in Liverpool, supporting some of the most established and trusted names in the business.

With over £1 billion in assets under management and a client base ranging from entrepreneurs to retirees with multi-million-pound portfolios, this firm is known for delivering in-depth, holistic advice across pensions, investments, IHT, trusts, mortgages, and more.

Why This Paraplanner Role Stands Out:

• You'll work one-to-one with a senior Adviser, becoming a trusted technical partner in managing sophisticated client cases.
• As a Paraplanner, you’ll have hands-on involvement in the full advice process—from research and analysis to report writing and cashflow modelling using Voyant.
• Join a well-resourced, collaborative team using top-tier platforms like Transact, Fidelity, Aviva, and Quilter, alongside tools like Intelligent Office and FE Analytics.
• This role suits a career Paraplanner—either Diploma-qualified or working towards—who’s looking to deepen their technical expertise.
• If you’re aspiring to move into an Adviser role in future, this firm can support that transition with a clear progression path.

Whether you want to stay on the technical track or eventually move into advising, this Paraplanner opportunity offers flexibility, stability, and a chance to work in a business that truly values long-term development.

You’ll receive a competitive salary of £30,000 - £45,000 (depending on experience), a strong benefits package, and ongoing support from a forward-thinking leadership team.

If you're a motivated Paraplanner ready to take your career to the next level with complex cases, trusted Advisers, and a respected independent firm—get in touch.

?? Contact Laura at Financial Divisions for more information and to apply.