Senior Paraplanner – Remote/Hybrid, Tech-Driven Finance

James & Partners; West Kirby; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid/Remote after onboarding

Job summary

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.

Responsibilities

• 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.

Skills

Paraplanning

Technical financial planning

Cashflow modelling

Cross-border planning

Education

Level 4 Diploma

Tools

Cashflow modelling software

Digital planning tools

Job description

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.