Paraplanner – Liverpool - up to £45,000

Heat Recruitment; Liverpool; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading wealth management firm in Liverpool seeks a detail-oriented Paraplanner. This role focuses on turning complex financial data into actionable plans, collaborating closely with advisers, and ensuring compliance. Opportunities for professional growth and a modern work environment await.

Benefits

Competitive salary and benefits package

Flexible working options

Supportive team culture

Qualifications

• Proven background in paraplanning, including cash flow modelling.
• Hands-on experience researching investments and pensions.

Responsibilities

• Investigating pensions and tax-efficient strategies.
• Preparing clear, compliant suitability reports.

Skills

Technical Expertise

Analytical Mindset

Communication Skills

Adaptability

Education

Level 4 Diploma

Tools

CashCalc

Voyant

Job description

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Hiring for IFA Admins, Paraplanners, Advisors and Compliance Professionals across the North of England and Scotland

Paraplanner – Liverpool - up to £45,000

The Opportunity

Are you a detail-oriented paraplanner who thrives on turning complex financial data into clear, actionable plans? Join a forward-thinking wealth management firm in Liverpool, where your expertise will directly shape clients’ financial futures. This role is perfect for someone who enjoys the analytical side of financial planning and takes pride in delivering precise, compliant, and client-focused solutions.

Why This Role?

• Impactful Work: Your research and analysis will form the backbone of tailored financial strategies, helping clients achieve their long-term goals.
• Collaborative Environment: Work closely with experienced advisers, providing the technical foundation that allows them to focus on building strong client relationships.
• Growth & Development: Opportunities for professional advancement, including support for further qualifications (Level 6 and beyond).
• Modern Approach: Use cutting-edge financial planning tools to model scenarios, analyse investments, and ensure compliance in a dynamic regulatory landscape.

Key Responsibilities

As a Paraplanner, you’ll be the engine behind the advice process. Your day-to-day will include:

• Research & Analysis: Investigating pensions, investments, and tax-efficient strategies to identify the best solutions for clients.
• Financial Planning: Crafting detailed cash flow models, retirement projections, and risk assessments to support adviser recommendations.
• Report Drafting: Preparing clear, compliant suitability reports that align with client objectives and regulatory standards.
• Compliance & Risk Management: Ensuring all advice and documentation meets FCA requirements and internal audit standards.
• Adviser Support: Acting as a trusted technical resource, answering complex queries, and refining strategies.

Who We’re Looking For

You’re a proactive paraplanner with:

• Technical Expertise: Strong knowledge of financial products, regulations, and planning software (e.g., CashCalc, Voyant, or similar).
• Analytical Mindset: Ability to interpret data, spot trends, and translate them into actionable recommendations.
• Communication Skills: Confidence in simplifying complex concepts—both in writing and when liaising with advisers or clients.
• Adaptability: Comfort managing multiple priorities in a fast-paced environment.
• Qualifications: Level 4 Diploma (or equivalent), with ambition to progress toward Level 6.

Experience Required

• Proven background in paraplanning, including cash flow modelling and suitability report writing.
• Hands-on experience researching investments, pensions, and tax-efficient structures.
• Familiarity with regulatory requirements (FCA, AML) and financial planning software.

The Perks

• Competitive salary and benefits package.
• Flexible working options to support work-life balance.
• A supportive team culture that values collaboration and professional growth.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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